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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Security roles
Finance | Project Operations, Human Resources, ...
Suggested Answer

Security roles

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Posted on by IA-15041016-0 227
Hi All,
 

I created custom roles in D365 F&O based on the role matrix provided by the client and assigned them to the users. I am now managing feedback regarding these access rights, but I’m encountering an issue.

When I update the concerned role, it takes a long time for the changes to be reflected for the user. However, when I test with my second test account in the same environment and with the same role, the update is applied immediately.

I would like to know whether this issue is related to the environment or to the user, and if there is anything that needs to be done on my side.

 

Thanks in advance

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Dynamics 365 Finance
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  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,061 Super User 2026 Season 1 on at
     
    When you assigned the roles to the users, did you ask them to sign out and then sign in again? Also ask them to try to reset usage data if they still don't see the change.
     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

  • CU11021432-0 Profile Picture
    CU11021432-0 2 on at
    Therefore, even if you update the role on the backend, the old user is still using the session or token containing the old permission information. Conversely, the second test account may have logged in after the role was updated and therefore received the new permissions immediately.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,598 Super User 2026 Season 1 on at
    Hi,

    Waed is correctly suggesting for logging out and in again. I do assume when you say that it takes a lot of time, that the user now has access? Otherwise, it might be due to a combination of roles.

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