Skip to main content

Notifications

Announcements

No record found.

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

User is unable to access accounts under trial balance.

(0) ShareShare
ReportReport
Posted on by 40

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?

  • Suggested answer
    RE: User is unable to access accounts under trial balance.

    Hi,

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

    Thanks,

    Sheela

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: User is unable to access accounts under trial balance.

    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?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans