Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Rights to add an Attachment in Creating a Case

(0) ShareShare
ReportReport
Posted on by 5

Hi,

I have added rights to some users to view case categories and to create them. Soon we checked that, they are not allowed add any attachments in case module. My question is how can i work this out: to not give them much higher rights, but to let them manage to add attachments. I have searched some forums, AX settings also in Organisation Adm . and so on and i couldnt find it. Its beginnign of my adventures with MS AX and im sorry for my english, its not my primary language.

Thank You for all replies

  • MATTGUO Profile Picture
    22,319 Moderator on at
    RE: Rights to add an Attachment in Creating a Case

    Hi,

    Moved to AX forum.

    Please try to disable the document management.

    Do you mean the new button is disabled or attachment form couldn't be opened?

    Could you share the rights?

  • szyfra22 Profile Picture
    5 on at
    RE: Rights to add an Attachment in Creating a Case

    Hi Andre,

    Yes, users are having the basic 'System user' role.

  • szyfra22 Profile Picture
    5 on at
    RE: Rights to add an Attachment in Creating a Case

    Hi MATTGUO,

    I'm using AX.

    Yes, admin users can add attachments.

    Document management is checked. I can see that they are not using any tables in Active document tables. But still I could add an attachment in case section.

    Specific user is having internal rights, not the official, created by AX.

  • André Arnaud de Calavon Profile Picture
    294,261 Super User 2025 Season 1 on at
    RE: Rights to add an Attachment in Creating a Case

    Hi Szymon,

    In addition to the questions from Mattguo, are the users still having the basic 'System user' role? This role contains the basic permissions for managing attachments.

  • MATTGUO Profile Picture
    22,319 Moderator on at
    RE: Rights to add an Attachment in Creating a Case

    Hi,

    Are you using AX or F&O?

    Do you enable the Document management?

    Can admin user add attachments?

    Which right do you assign to users?

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

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,011 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans