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Hi Guys,
I need to add the different menu items for different user using Securities, Can anyone say me the flow process.
(i.e - If I add menu items to one user only that user can able to see ,but not the other one ,likewise it follows.)
Hi Jenifer,
You need to create roles with privileges and responsibilities, and add menu item you need to the privilege.
Then you can assign users to the security roles.
Please read this doc for more details:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/role-based-security
And here is an old thread about it:
https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/283198/privileges-duties-control-name?pifragment-106094=1#responses
Best Regards,
Will
One of the easiest ways to find out permissions required for a user and respective menu items is to do a Task recording of the process for which the user needs access.
Save the AXTR file from task recording. Go to System Administration > Security > Security Diagnostics for task recording.
Select the user account in the drop down above who needs to have access, you will then see if the user already has access to those menu items or is it missing.
Click Add reference to add respective permission object to the user.
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