what difference for 'Exclude from Role' and 'Remove' in the assign user to role

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Posted on by J_Lee

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In the [Assign users to Role],

If i remove user role by "Exclude from role", the user seems to remove to specified roles. But its assignment mode is still "Manual"

May i know

1) what difference from 'Exclude from role' and 'Remove'

2) what is the purpose of assignment mode

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Dynamics 365 Finance

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

Here’s a breakdown of the differences and the purpose of assignment mode in the context of assigning users to roles:

1. Difference Between 'Exclude from Role' and 'Remove'

Exclude from Role:

This action removes the user from the specified role but keeps a record of the exclusion.

The assignment mode remains "Manual," meaning the user was manually assigned or excluded from the role by an administrator.

If there are automated processes or rules for assigning roles, the user will be skipped for this role in the future due to the exclusion.

Remove:

This action completely removes the user from the role assignment system for the specified role.

The user will no longer appear in the role assignment list, and there will be no record of exclusion.

If automated processes or rules are in place, the user could potentially be reassigned to the role unless explicitly excluded.

2. Purpose of Assignment Mode

The assignment mode indicates how the user was assigned to the role:

Manual: The user was assigned or excluded from the role manually by an administrator.

Automatic: The user was assigned to the role through automated processes, such as rules or workflows.

This distinction helps administrators understand whether a role assignment was intentional (manual) or system-driven (automatic). It also ensures clarity when troubleshooting or auditing role assignments.

Hope this helps some!

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Exclude from Role temporarily removes a user from a role but keeps the assignment in the background, with the assignment mode still set to Manual Remove completely removes the user from the role and the assignment, and if re-assigned, the role assignment process starts fresh.

Thanks, Ramesh

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