Restrict editing of personal information

Important

The functionality noted in this article is currently available for customers on the stand-alone Dynamics 365 Human Resources. Some or all of the functionality will be available as part of a future release on the Finance infrastructure after Finance release 10.0.25.

Applies to these Dynamics 365 apps:
Human Resources

Important

Some or all of this functionality is available as a public preview in any Sandbox or Trial environment. It's not available in Production environments. The content and the functionality are subject to change. For more information about enabling preview features, see Manage features.

This article describes how to restrict employees from editing contact details in Dynamics 365 Human Resources. You might want to prevent employees from editing certain contact details, such as their business location or email address.

Note

To use this feature, you must first enable (Preview) Restrict employees from adding or editing address and contact information for select purposes in Feature management. For more information about enabling preview features, see Manage features.

Choose the information an employee can add or edit

1. In Human Resources, select Personnel management, select Links, and then select Human resources parameters.

   

2. On the Human resources parameters page, select the Employee self service tab.

   

3. On the Employee self service tab, uncheck all information in the Address and contact information section that you don't want employees to add or edit. In this example, we've unchecked Business contact information.

   

4. Select Save.

   

Employee experience

After you've restricted employees from adding or editing contact details, they can see the information, but can't change it.

In this example, where employees are restricted from editing Business contact details, they can still see the information in Employee self service:

However, when they select the business contact details, the Edit address pane appears as read-only, and they can't change any of the fields.

In addition, if they select Add to add a new address, they can't select Business from the Purpose dropdown box.

Employees get the same experience when they select Contact details on the Personal information page and add a new address. The Purpose dropdown box only displays the types of information they can add.

Contact details now shows Purpose in the grid.

See also

Employee and Manager self service overview
Configure Human resources parameters
Edit personal information