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Finance | Project Operations, Human Resources, ...
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Security roles to create a vendor

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Posted on by 15

I need to assign roles to a user so that they can create vendors. I checked in security diagnostics the duty maintain vendor master and found the below roles
pastedimage1654095780446v1.png

I have tried assigning all these roles but the user is still not able to create a vendor.

Do I need to provide any other roles so that the user can create vendors?

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  • Verified answer
    Mariano Gracia Profile Picture
    on at

    Use the task recorder and create a new vendor, once finished save the record and use the tool "Security diagnostics for task recordings", you'll find it in System administration\Security:https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/tasks/security-diagstics-task-recordings this is an easy way to assign roles to an user based on a task

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,231 Super User 2025 Season 2 on at

    Hi Abhi123,

    These roles should give permissions to create new vendors if there are no other modifications to the contents of these roles or underlying duties and privileges. Can you check if there are changes done for the related security objects? In addition, check if there is another role with deny permissions. If that is the case, the deny will have higher priority above the full permissions.

    Can you also explain what the users currently see or have available on the vendor list page and details form? What is the exact situation if you mention that the user can't create a vendor? Is the 'New' option not available or does the user get an error?  

  • Abhi123 Profile Picture
    15 on at

    Yes, there were some roles with deny permissions.

    The issue is resolved now. Thank you for the help.

  • Abhi123 Profile Picture
    15 on at

    Hi Mariano Gracia , the issue is resolved now.

    Thank you for the help.

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