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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Restrict access to upl...
Finance | Project Operations, Human Resources, ...
Answered

Restrict access to uploaded attachments in D365FO

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Posted on by Gaute K 322
 
Is it possible to restrict access to uploaded attachments on user or security role level?
 
People belonging to the same legal entity should in certain cases not be able to see all attachments, while having access to the same functionalities otherwise
I have the same question (0)
  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 13,208 Most Valuable Professional on at
    The attachment access is given on the System User role. To restrict it. You might need to duplicate that role remove the privilege
     
    DocumentHandlingEssentials  and assign to the user.
     
     
     
     
     
  • Verified answer
    CU04051554-0 Profile Picture
    CU04051554-0 10 on at
    are the documents shared in sharepoint?  if so, i believe you need the appropriate permissions in the sharepoint library to view the files.
     
    if they’re not stored in sharepoint and are instead in azure, maybe consider moving them or changing your process so that all new documents are shared in sharepoint.

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