How to Assign Roles to Workspace created manually in D365 Finance and operations

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Posted on by Aameer

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How to Assign Roles to Workspace created manually in D365 Finance and operations.

I have created a workspace and added tiles in to that workspace. I need to assign a role to that workspace, where the user in that role only should have access to see and make changes in that workspace.

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Danny Bilodeau 4,941 Super User 2026 Season 1 on at

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Hello Aameer,

Try this:

1) From user where Workspace was created. Go to User Options. From there:

2) Select the view (workspace's title) and follow the sequence:

Note that security role and privileges will be applied so the users may not all have some access to the data collected on the workspace (they will get error messages).

Regards,

Danny
Aameer 111 on at

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Hi Danny,

Thanks much for the guidance it worked.