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Microsoft Dynamics AX (Archived)

Read only Accountant role

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Posted on by 345

Greetings,

Can anyone help me in creating Accountant role read only.

regards

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  • Martin Dráb Profile Picture
    239,253 Most Valuable Professional on at

    If you want to keep the Accountant role as it is, the "Read-only accountant" must be a new role. There you'll assign privileges granting only read access to resources.

  • Mazherullah Profile Picture
    345 on at

    Dear Martin,

    Thanks.

    May I know the steps to create read only Accountant role.

    I followed https://kaya-consulting.com/ax2012-create-a-read-only-security-role-walkthrough/.  In this step-9 duties related to Accountant we need to select.  

    Is there any way thru which we can create duplicate of Accountant role and then make/select read-only (*Inquire,*Review”).

    regards

  • Suggested answer
    Ajit Profile Picture
    8,788 on at

    Yes you can duplicate that role from AOT and change access one by one. You can also use security development tool for testing.

  • add Profile Picture
    on at

    Hello Mazherullah,

    If you are able to point the exact areas where you want to give access I would suggest that you make a custom role where you can add the duties/privileges needed (search for anything with inquire or view in its name). In general it is easier to give  access than to restrict it, as far as I know.

  • Sajjad Rezaeifard Profile Picture
    15 on at

    Hi Martin

    How about Dynamic Ax 365 financial and operation ?

    Many thing has been changed in security configuration and  I think we have to find another way for creating roles and privileges. 

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