Security roles in the public sector

This article describes the functionality for public sector security roles. This functionality includes the Project manager and Purchasing agent roles for the public sector.

All users must be assigned to at least one security role to have access to Dynamics 365 Finance. Security roles determine which duties users can perform and which parts of the user interface they can view.

What are the prerequisites for assigning security roles in the public sector?

Users must exist in Finance before you can assign them to roles. Even if you use automatic role assignment, users themselves aren't automatically added.

Which roles do I have to assign?

After users are in the system, there are two roles that you might have to set up for public sector organizations:

• Project manager
• Purchasing agent

What is the Project manager - Public sector role?

The Project manager - Public Sector security role supports the public sector extensions for Project management. Assign this role in addition to the Project manager role to give project managers access to project management functionality. By default, this security role is assigned the following duties.

Duty name	Duty AOT name	Duty description
Inquire into purchase order to invoice progress for public sector	PurchOrderToInvoiceProgressInquire_PSN	Respond to inquiries about the status of the purchase order–to–invoice process.

What is the Purchasing agent - Public sector role?

The Purchasing agent - Public Sector security role supports the public sector extensions for Project management. Assign this role in addition to the Purchasing agent role to give purchasing agents access to purchasing functionality. By default, this security role is assigned the following duties.

Duty name	Duty AOT name	Duty description
Maintain purchase agreement master	AgreementPurchaseAgreementMasterMaintain	Maintain the details of purchase agreements.
Configure AIF synchronization	AifSyncConfigure	Specify filters on ports.
Inquire into purchasing case progress	CasePurchasingCaseProgressInquire	Respond to inquiries about the status of purchasing cases.
Maintain catalogs	CatProcurementCatalogMasterMaintain	Maintain all types of catalogs.
Maintain all category hierarchy details	EcoResCategoryMasterMaintain	Maintain categories.
Inquire into products definition master	EcoResProductDefinitionMasterInquire	Respond to inquiries about master data for product definitions.
Inquire into product builder configuration data	PBAProductBuilderConfigStatusInquire	Open and review product builder configurations.
Maintain product builder configuration	PBAProductBuilderConfigurationMaintain	Edit and update product builder configurations.
Maintain product configuration	PCProductConfigConfigurationMaintain	Maintain a constraint-based configuration for product configuration models.
Inquire into product configuration	PCProductConfigConfigurationStatInquir	Respond to inquiries about configuration master data for constraint-based product configuration models.
Maintain purchase setup print management settings	PrintMgmtPurchaseSettingsMaintain	Maintain print management settings for purchase setups.
Maintain purchase document print management settings	PrintMgmtPurchDocumentSettingsMaintain	Maintain print management settings for purchase documents.
Inquire into purchasing policies	ProcPurchasingProcessInquire	Respond to inquiries about policies that govern the purchasing process.
Inquire into purchasing policies for public sector	ProcPurchasingProcessInquire_PSN	Respond to inquiries about public sector policies that govern the purchasing process.
Approve purchase agreement	PurchaseAgreementWFMaintain	Review and approve purchase agreements in a workflow.
Maintain purchase orders	PurchOrderMaintain	Document and record purchase orders.
Maintain purchase requisition consolidation	PurchReqConsolidationMaintain	Maintain the purchase requisition consolidation process.
Maintain creation of purchase orders from purchase requisitions	PurchReqOrderFromRequisitionMaintain	Release purchase orders from purchase requisitions.
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions.
Maintain all purchase requisitions	PurchReqPurchaseRequisitionMaintainAll	Edit and update purchase requisitions.
View purchase requisitions on hold	PurchReqTableView	Open and review purchase requisitions that are on hold.
Maintain request for quotation questionnaire	PurchRFQQuestionnaireMaintain	Edit and update request for quotation (RFQ) questionnaires.
Maintain request for quotation	PurchRFQRequestForQuoteMaintain	Edit and update RFQs.
Maintain request for quotation replies	PurchRFQRequestForQuoteReplyMaintain	Edit and update RFQ replies.
Maintain sealed bids	PurchRFQSealedBids	Edit and update sealed bids.
Inquire about payment status for vendor invoices	VendInvoice4paymentStatusInquire_RU	Respond to inquiries about the payment status for vendor invoices.
Maintain vendor invoices for payment	VendInvoice4PaymMaintain_RU	Edit and update vendor invoices for payment.
Maintain prospective vendor master	VendProspectiveVendorMasterMaintain	Edit and update the prospective vendor master.
Maintain employee-initiated vendor requests	VendRequestEmployeeVendorRequestMaintain	Document and record employee-initiated vendor requests.
Inquire into vendor-initiated request status	VendRequestVendorInitiateRequestInquire	Respond to inquiries about the status on vendor-initiated requests.
Inquire into unsolicited vendor master	VendUnsolicitedVendorMasterInquire	Respond to inquiries about unsolicited vendor master data.
Maintain vendor user requests	VendUserRequestMaintain	Maintain and submit vendor user requests.
Maintain vendor master	VendVendorMasterMaintain	Edit and update the vendor master.
Maintain vendor questionnaires	VendVendorQuestionnaireMaintain	Create and update vendor questionnaire information.
Inquire into workflow performance	WorkflowViewWorkflowPerf	View reports about the performance of workflows.

What do I do next?

After the users are created, you assign them to roles on the Assign users to roles page.

Additional resources

Role-based security