We are using BC365 finance. I want to limit access so certain users cannot have access to financial information such as GL account balances chart of accounts etc running financial reports. If they are posting a SO or invoice I’d like them to be able to view the GL entries. I know Incan give them a profile that doesn’t show these options but that doesn’t stop someone putting it in the search line. What table data do I need to exclude ?
Your question is bit broad and did not asks about specifics. In dynamics the access is manged by Security Roles.
If you can show us which screen/search you are talking about and which security role this user is suing, we can suggest more.
A general answer is, you need to remove the full access, and provide read only access.
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