I have been attempting to automate user assignments, in Dynamics Finance and Operations
Automatically assign users to roles
This procedure explains how system administrators can automatically assign users to roles, based on business data.
- Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
- In the tree, select 'Accounting supervisor'. Select the role that you want to configure the rule for. In this example, select Accounting supervisor.
- Select Add rule to open the dialog menu.
- In the Select a query list, find and select the desired record. Select the query to use for this rule.
- In the Membership rule name list, click the link in the selected row.
- Select Edit query. Edit the query, as needed.
- Select OK.
- Select Run automatic role assignment.
- Go to Navigation pane > Modules > System administration > Users > Users (ideally in a separate browser tab).
- Review the roles assigned to various users to confirm that the role assignment query was correct. Adjust and re-run if needed.