Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Bank address not visible for some users

(0) ShareShare
ReportReport
Posted on by 5

Hello. 

Having a strange situation with Payment proposal. When Payment file is created its missing ISO country from the XML file. After investigation found the bank address is not accessible the user even though the address is visible with sys adm access.  After adding the Bank address, the payment file is created correctly with ISO country.  

Looks like some kind of security at field level. Does anyone came across similar issue? 

pastedimage1683146360424v1.png

  • CU22082109-0 Profile Picture
    CU22082109-0 8 on at
    Bank address not visible for some users
    Hi Kamm 
     
    I have the same issue, the user has standard treasurer role for all organisations, and can see and maintain the bank account address details in other legal entity but just for one legal entity, the bank address is invisible (the address exists as system admin can see). This is very strange, if it is security why the address is visible for other legal entities?
     
    Could you please share how you solved it in the end. Thank you.
    Thanks.
  • kamm Profile Picture
    kamm 5 on at
    RE: Bank address not visible for some users

    Hi Andre.  The permissions are correct and the Treasurer role give access to reading the bank address. Thank you.  Read your blog, very helpful.  Thank you

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,031 Super User 2025 Season 1 on at
    RE: Bank address not visible for some users

    Hi Khalid,

    Recently, I created a blog post and provided a list with all tables and fields part of the Table Permissions Framework (AosAuthorization).

    Address tables or fields are not included. It is also not possible to change this using an extension. See also my blog: Securing a menu item is not enough - table permissions - Dynamicspedia

    I think there should be another culprit. Did you already check for deny permissions like mentioned before?

  • kamm Profile Picture
    kamm 5 on at
    RE: Bank address not visible for some users

    Hi Mohit.  Thank you for your analysis. I reviewed the setup and its the same as per your screenshot.  Looks like the issue could be due to AosAuthorization in the AOT. Will try and find out more about it.

  • Verified answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Bank address not visible for some users

    Hi Khalid, I tried replicating your issue and assigned only Treasurer role to a user. I can see the address. Apart from Treasurer, are there any other roles assigned? If not, then can you check if permission is denied to read postal address. 

    Do you get this error while opening a bank account 'You are not authorized to access table ‘Addresses’ (LogisticsPostalAddress). Contact your system administrator.'

    pastedimage1683172300144v1.png

    pastedimage1683172462204v2.png

  • kamm Profile Picture
    kamm 5 on at
    RE: Bank address not visible for some users

    User has been assigned to a standard role, including Treasurer. This should give a privilege for maintaining bank accounts.

  • kamm Profile Picture
    kamm 5 on at
    RE: Bank address not visible for some users

    yes, Treasurer role should give access to the address. The role is assigned, but the address is still showing as blank.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,031 Super User 2025 Season 1 on at
    RE: Bank address not visible for some users

    Hi Kamm,

    When the address is visible for the system administrator, but not the business user, then it is indeed related to security. Can you tell if this user has a custom role or standard role assigned? What are the contents of the role? Is there any security object with deny permissions for the Addresses table?

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 22,311 Most Valuable Professional on at
    RE: Bank address not visible for some users

    Yes, this is a security issue, you need to give the role which can access to bank address form view only,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans