Apply security permissions

  • 10 minutes

Users are assigned to security roles in the System administration module in finance and operations apps by going to Security administration > Security > Security configuration.

Screenshot of the Security configuration page.

You can automatically assign users to roles by using queries from Visual Studio, or you can manually assign an individual user to a role. Additionally, you can choose to have a user excluded from automatic role assignment by resetting her or his status.

Follow these steps to assign users to roles automatically:

  1. In finance and operations apps, open the Navigation pane by selecting the menu icon in the top-left corner of the page.
  2. Under the Modules node, select System administration.
  3. Select Security to expand the node, and then select Assign users to roles.
  4. In the left column, select the role that you want to assign users to, such as Accounts payable clerk.
  5. In the middle column, beneath the Rules for dynamically assigning users to role heading, select Add rule.
  6. Select your desired query name for the rule, such as LedgerJournalPostControl.
  7. To modify the query, such as removing a company from the rule or adding a table join, select Edit query.
  8. In the Action Pane, select Run automatic role assignment. You will see the users that have been added in the middle column under the Users assigned to role heading.