I have a client using D365FO. We have added 2 reports that modify the Vendor Aging Report, and the Vendor Transaction report. There is a user who can see the OOB reports, but not the new custom reports. I know this is something to do with security, but I'm not sure what I should be looking for, or what role or duty should be added. What process should be taken to correct this problem?
Hi,
When the user has the system administrator role assigned, all reports should be visible. At least if you created menu items and did put it in a menu. As you said correctly, the system administrator role is bypassing the security.
To do the security properly, you have to add the menu items into new privilege(s). Then add the created privilege(s) on a duty. Then a duty can linked on a role (or link the privilege directly).
Can you please provide more detail? When I right click on the option I don't get any options. So I am not sure how to get to the screen set you are talking about
You can right click the OOB menu item and choose "Find all references" to find out in which security privilege the menu item is included.
Then you do the same to the discovered privileges to find out in which roles they are included.
Also, the user currently has several roles, including System Administrator. I have only SysAdmin, and I can see the report. Shouldn't the Sys Admin role override all the other security roles?
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