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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Goals can be seen by a...

Finance | Project Operations, Human Resources, ...

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Goals can be seen by all HR managers not one specific legal entity

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Posted on by nopainnogain

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Steps:

1. Use admin account to create an user

2. Assign Human Resources Manager Role

3. Assign Organization A (Grant access to specific organization)

4. Choose organization nodes and grant only one Organization (example: ABCD)

5. Sign out of admin account and sign-in with the user which was just created

6. Go to Employee development > Links > Performance > Goals

Here we can see goals from other legal entities, not only in Organization ABCD.

Is there any way to restrict user access to one entity only? Thank you

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Hi,

Did you turned on this parameter:

And did you made sure the 'system user' is only assigned to 1 legal entity?

Those steps are needed (in addition) to restrict access per legal entity.

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