Skip to main content

Notifications

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

Security roles - Privileges to approve quotations, timesheets... D365FO

(0) ShareShare
ReportReport
Posted on by 310

Hi,

I work for a company who have created many custom security roles, based on default roles. However, the documentation is poor. 

After we removed some security roles from managers, they are suddenly not able to approve workflows. The error says that the user lacks security permissions.

Is it a simple way to identify which privileges that grant access to approve project quotations, timesheets, purchase orders, and so on?

I am aware of signing limits and other criteria, but I want to know which privileges that are needed to have sufficient security permissions.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    RE: Security roles - Privileges to approve quotations, timesheets... D365FO

    Hi Gaute,

    The process to find which privileges are related is not easy. You can search in the security configuration form for all privileges containing the work "approve" or "approval" and verify if they contain menu items for approval for quotations, timesheets or others. You can filter the privileges containing "approv" to get them all together.

    Using a development environment, you can go to the workflow approvals and check which menu items are used. Then for each of the menu items check where they are used in security privileges.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,160 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,962 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans