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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User Security for Reim...
Finance | Project Operations, Human Resources, ...
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User Security for Reimbursements

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Posted on by Peter Shepherd 24
I'm struggling to find how I grant a user access to run a task in D365 (F&O)
The task is Accounts Receivable - Periodic Tasks - Reimbursements
 
I created a task recording and tried to run it through the 'Security diagnostics for task recordings' but I got nowhere.
 
How do I find the privilege, duty or role where this is granted?
  • Peter Shepherd Profile Picture
    Peter Shepherd 24 on at
    User Security for Reimbursements
    When I use the security diagnostics for the task recording the results screen has not entries. It doesn's show me anything. I can select different users as well but nothing appears. 
     
    This issue is resolved now. The response from Martin gave me what I needed. I appreciate everyone's input.  This community is extremely good and helpful!!
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 230,466 Most Valuable Professional on at
    User Security for Reimbursements
    The privilege is called Process customer reimbursements (CustOverPaymProcess). It's included (by default) in a single duty: Maintain collections transactions (CollectionLetterCollectionsTransMaintai), which is included in two roles: Collections agent and Collections manager.
     
    I used references in Visual Studio to find this information.
  • Komi Siabi Profile Picture
    Komi Siabi 12,741 Most Valuable Professional on at
    User Security
    What's the result of you using the Security diagnostics for task recording?
     

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