Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Can you restrict user access to specific user personnel records in D365 HR?

Posted on by 15

Hello

I am looking for a workable solution to restrict access in D365 HR for the following scenario:

HR Team member cannot access other HR team member's personnel record

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can you restrict user access to specific user personnel records in D365 HR?

    Record Level Security (or Security Policies as it's done in F&O) is not possible -- or at least I could not figure it out in the latest version of HR. One work around is we used Org Hiearchies and applied that to roles. This guy outlines an overview of how to do this. It's not quite the same but let me know if you need any help..

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can you restrict user access to specific user personnel records in D365 HR?

    Hello Katleo 1,

    At the moment it's only possible to restrict based on legal entity.

    What I typically do in the scenario you are mentioning, is restricting the compensation. That's typically the most sensative information we want to restrict within a HR team.

    That's something that's possible based on standard parameters in D365 HR.

    With regards,

  • Katleo1 Profile Picture
    Katleo1 15 on at
    RE: Can you restrict user access to specific user personnel records in D365 HR?

    Hi Judy Jee

    Thanks for the information.  I have read the article and it is saying that you can restrict across different legal entities/companies.  I am wanting to restrict in the same legal entity or company.

  • huijij Profile Picture
    huijij 19,811 on at
    RE: Can you restrict user access to specific user personnel records in D365 HR?

    Hi Katleo1,

    Did you check the MS document to configure shared parameters for records:

    docs.microsoft.com/.../hr-setup-shared-parameters

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans