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Finance | Project Operations, Human Resources, ...
Suggested Answer

User is unable to access accounts under trial balance.

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I have a new user that is unable to access specific accounts under Trial Balance.  The new user's role is a copy of an existing role in MSD who is able to see all accounts in Trial Balance. 

The role in question is the accountant role.   Am I missing something?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    306,913 Super User 2026 Season 2 on at

    Hi edgeappba,

    The behavior can be explained with a security policy, if in use. Security policies are part of the eXtensible Data Security (XDS) where you can restrict access to certain records. Can you verify if there are security policies in use in your environment?

  • Suggested answer
    Sheela Ningappa Profile Picture
    Microsoft Employee on at

    Hi,

    If this is not a security issue, then you might want to log an issue Microsoft Support to further troubleshoot.

    Thanks,

    Sheela

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