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Suggested answer

Assigning Roles to users

Posted on by Microsoft Employee

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

  1. View Trial balance, voucher transactions and such inquiries in GL
  2. Ability to drill down from Trial balance to underlying transactions in read-only mode
  3. View journals
  4. View masters and setups

What roles should be the best to assign to fulfill above requirement. 

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Assigning Roles to users

    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,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning Roles to users

    Many Thanks Ludwig

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Assigning Roles to users

    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.

    Best regards,

    Ludwig

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning Roles to users

    Many Thanks Ludwig,

    If possible can you help me with any guidelines or some document on this.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Assigning Roles to users

    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

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