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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial reporter rol...
Finance | Project Operations, Human Resources, ...
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Financial reporter roles from user group

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Posted on by Ingmar Bickl 90
Hi,
 
we recently changed how roles are assigned. Instead of giving them to the user directly, we assign them to the user group (AD domain groups). This works well within FO. (Note: the basic role "system user" is still directly assigned to the user)
 
Path: System administration -> Users -> Groups
 
However, the users then apparently lost access to the Financial reporter. I had to give them roles directly on the user again and they could access financial reporter again.
 
Is there a way to transfer the roles from the group to Financial Reporter?
 
Edit: It seems my screenshot doesn't appear in the post, so i added the screenshot as attachment
 
 
 
Categories:
Dynamics 365 Finance
Screenshot 2025-1...
I have the same question (0)
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,422 User Group Leader on at
    Financial reporter roles from user group
    Hi,
    I cannot see your screenshot. How did you manage assigning the roles to user groups? Are you sure it was user groups or AD(Active directory) groups?
    Are you talking about upcoming new feature?
  • Ingmar Bickl Profile Picture
    Ingmar Bickl 90 on at
    Financial reporter roles from user group
    Hi Sohaib,
     
    it was the AD groups. The screenshoot shows this form, The users also have the correct roles within FI.

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