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

User Access to Compliance

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Posted on by 80

Hi there,

We have a couple of health and safety admins that need access to D365 HR's Compliance workspace in order to maintain Injury & Illness records, but we would rather not give them full HR admin access if at all possible.

Is there a dedicated built-in role for this type of access? I can't seem to find one, and have tried creating one myself to no avail. I created a "H&S Admin" role with the below duties. Logging into a test account with the role and trying to access Complience gives me a Null Reference exception message.

Custom "H&S Admin" duties:

  • Access compliance workspace
  • Enable case management
  • Inquire into case management policies
  • Inquire into case management reference data inquiries
  • Inquire into case progress
  • Inquire into employee case progress
  • Inquire into employee cases
  • Inquire into records needed for compliance reporting
  • Inquire into workplace incident records needed for OSHA reporting
  • Maintain cases
  • Maintain employee cases

Thanks for your help

I have the same question (0)
  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    You can copy the existing roles and then add / remove duties or privileges in that newly copied roles to fit the user's activity in system.

    Security configuration form you will find in System admin module.

    1.JPG

    Regards,
    Sourav

  • Suggested answer
    Community Member Profile Picture
    on at
    [quote user="Sam Scott"]I created a "H&S Admin" role with the below duties[/quote]

    Please make sure that the System user security role is assigned as a subrole for your custom H&S Admin role, or as an additional role for the user. Please let me know if it helps.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hi Sam Scott, in addition also please add "Employee" role in the user id.

    Regards,
    Sourav

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