Skip to main content

Notifications

Announcements

No record found.

Finance forum
Suggested answer

Cleaning up Roles

Posted on by 5

Hi.  I am trying to clean up Roles within Dynamics 365 Finance and Operations.  How do you hide roles that are not being used within your organization?

  • theminntwins Profile Picture
    theminntwins 5 on at
    RE: Cleaning up Roles

    This will help out.  Much appreciated

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Cleaning up Roles

    Hi Georgia,

    In fact, you can use the security configuration form and delete the not used roles. If you delete roles o this form which are created in Visual Studio, it will delete them from the UI only. If fact, they will be disabled. You can get them back using the configuration form again.

    Roles created as part of the configuration will be fully deleted, so make sure you have a backup.

    Like above mentioned, you don't really have to delete not used roles. I haven't seen people really using this option.

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,148 on at
    RE: Cleaning up Roles

    Not too many users should ever see the list of roles. So there should not be any reason for hiding them.

  • MATTGUO Profile Picture
    MATTGUO 22,296 on at
    RE: Cleaning up Roles

    Hi GeorgiaWisc,

    Why do you want to hide the unused roles?

    Can not hide the role. You need to delete it.

    Use the report path System administration > Inquiries > Security > Role to user assignments to display which role is used to which user. If the role is not displayed, that means the role is not used.

    Moved this case to D365 finance forum: community.dynamics.com/.../765

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans