Security Invoice Override approval how to restrict

(1) Share

Report

Posted on by BassFad

133

Hi,

How can we hide this from users.

The section in Manage : unset override approval.

Is it link to Security role or privillege?

Thank you

All responses (6)

Answers (1)

Waed Ayyad 7,847 Super User 2025 Season 1 on at

Like (0)

Report

Security Invoice Override approval how to restrict

Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad
Verified answer

André Arnaud de Cal... 293,006 Super User 2025 Season 1 on at

Like (1)

Report

Security Invoice Override approval how to restrict

Hi,

I checked internally in our environment. In case you need to hide it (apart from a maximum amount as mentioned below), it should be done with security. It looks like the button is not set to be managed via the security configuration option. I would suggest contacting Signup Software Support to get some help.
Suggested answer

NikolajSorensen 1,742 on at

Like (0)

Report

Security Invoice Override approval how to restrict

This is available by default through the ExFlow purchase payable admin role and privilege.

However there are options to control the maximum amount allowed when overriding approval, which might be a relevant option to look into as well.
André Arnaud de Cal... 293,006 Super User 2025 Season 1 on at

Like (0)

Report

Security Invoice Override approval how to restrict

Hi,

This feature is part of an ISV solution ExFlow from Signup Software. There are options to set user permissions via security, but also user permission settings in the setup section. Do you have an implementation partner that can tell you if this button can be controlled with settings out of the box? If not, let me know. We have some Exflow specialists employed or I can review the user manual.
Suggested answer

Waed Ayyad 7,847 Super User 2025 Season 1 on at

Like (0)

Report

Security Invoice Override approval how to restrict

Hi,

Create new privilege for the menu item "Unset override approval" and add the privilege to the roles that you want to allow the users to use it. If 'Unset override approval' is button, then I think you should change the property (Needed permission) to manual and you should add it to the role that you want. Check the below thread it maybe helpful for you:

https://community.dynamics.com/forums/thread/details/?threadid=91b4739a-c02f-455c-9bb4-84df1c823156

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue
Suggested answer

Mohamed Amine Mahmoudi 17,291 Super User 2025 Season 1 on at

Like (0)

Report

Security Invoice Override approval how to restrict

Hi,

as far as I can see it's a new form development so I suggest you create a new privilege to this menu item.

if it exists i think you can click on security diagnostics to show all security objects

Best regards,

Mohamed Amine MAHMOUDI

Community site session details

Security Invoice Override approval how to restrict

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

Announcing Our 2025 Season 1 Super Users!

Kudos to the February Top 10 Community Stars!

Leaderboard

Featured topics

Product updates

Community site session details

Security Invoice Override approval how to restrict

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

Announcing Our 2025 Season 1 Super Users!

Kudos to the February Top 10 Community Stars!

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates