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How to create a read-only role internal team to access GL and underlying transactions in read-only mode.
Key user functionality expected are below
What roles should be the best to assign to fulfill above requirement.
Hi,
Have a look at the guest user and finance manager roles that seem to come close to your points listed above.
You might have to modify those roles though because they might have more rights than the ones you listed.
Best regards,
Ludwig
Many Thanks Ludwig,
If possible can you help me with any guidelines or some document on this.
Hello Anubha,
Here is a link to MS docs that describes role-based security settings:
docs.microsoft.com/.../role-based-security-in-microsoft-dynamics-ax
A reference of the existing AX2012 security roles can be found here:
docs.microsoft.com/.../security-role-reference
Please check especially the last link to see what standard role comes closest to your requirements.
If you found it, create a copy and modify it as needed.
Many Thanks Ludwig
Good morning Anubha,
Please give it a try and if you get stuck, let us know if you need more help with this issue.
Many thanks and best regards,
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