Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Restrict permission to...
Finance | Project Operations, Human Resources, ...
Suggested answer

Restrict permission to change period status

(1) ShareShare
ReportReport
Posted on by JuleWergne 2
Hello community,
 
currently all our accountants can change period status in ledger calendar periods.
 
I'd like to restrict this permission  only to some group of users. 
 
Is there some other possibility to do this without changing security roles(privileges etc)? or is the customizing of security role the only option?
 
Thank you!
 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,245 Super User 2025 Season 1 on at
    Restrict permission to change period status
    Hi Jule,

    As mentioned below, you can configure or customize the security objects (Roles, Duties, and Privileges). Initially, I would try to avoid using deny permissions as these deny permissions are overriding grant permissions, even when permissions are set in another security role. Combinations of multiple roles at one user might then give unexpected results.  
    Use the deny permissions only in case you need to ensure segregating access when users will have a combination of roles. E.g. on the Vendor Payments clerk, you might set deny permissions for adding, modifying, and deleting vendor bank accounts.
    My first attempt would be creating two roles. One without CUD permissions on the periods and one including the CUD permissions.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,245 Super User 2025 Season 1 on at
    Restrict permission to change period status
    Hi Jule,
     
    As mentioned by others, you can manage permissions by configuring security roles, duties, and privileges. I suggest you to avoid the use of deny permissions when possible. That should be used in exceptional use cases only. The deny option overrides access permission, even if another role has access to specific entry points. The best would be creating a role without access to the calendar periods and another role including access. You can create a role without permissions by leaving out specific privileges, duties, or creating new security objects. 
     
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 7,902 Super User 2025 Season 1 on at
    Restrict permission to change period status
    Hi,
     
    You should do it using security roles, maybe you can create a role to deny access to some accountants and other stay have the access.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Suggested answer
    Anton Venter Profile Picture
    Anton Venter 19,545 Super User 2025 Season 1 on at
    Restrict permission to change period status
    Hello,
     
    Restricting user access with security roles and permissions in the Dynamics 365 Finance user interface is the way to go.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,245 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,925 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans