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

which role in dynamics 365 FO deals with the profit and loss module

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Posted on by 16
Hi, i've been given a task to remove permissions from Profit and loss module for few users. Does anybody know the exact role that does it ?
I've narrowed it down to these roles, please suggest if you know about it.
  • Accountant

  • Financial Controller

  • Accounting Manager

  • General Ledger Accountant

  • Financial Analyst




     

  • Waed Ayyad Profile Picture
    9,218 Super User 2026 Season 2 on at
    Hi,
     
    From any form you want to get all roles, you can click on Security diagnostic as in the below image then you can know all related roles to it:
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at
    There is no "profit and loss module" in D365 F&O.  Do you mean you want to remove access from the P&L accounts in the Chart of accounts?  Can you provide more detail of the requirements?
  • André Arnaud de Calavon Profile Picture
    307,097 Super User 2026 Season 2 on at
    Hi,
     
    As Frank mentioned there is no module with the name Profit and Loss in the standard application. Can you clarify if your question relates to a customization or provide more details about what exact permissions to remove and from what users?

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