Assign Security Roles for Viewing Payment Journals
Question
You assign security roles to users in your company.
The security roles contain one or more duty assignments.
The purchasing manager role must be able to view payment journals.
You need to edit the security configuration to meet the requirement.
What should you do?
Answers
Explanations
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A. B. C. D.A.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/role-based-securityIn this scenario, you want to allow the purchasing manager role to view payment journals in Dynamics 365 Finance and Operations. To accomplish this, you can follow one of the following approaches:
A. Edit the duty to view only on the payment journal. The duty is assigned to the purchasing manager role.
In this approach, you can edit the existing duty that controls access to the payment journals and modify it to allow only viewing permissions. Then, you can assign this duty to the purchasing manager role. This approach allows you to make a targeted change to the existing security configuration and limit the impact on other users and roles.
B. Edit the existing role and assign the View payment journal transactions permission level.
In this approach, you can edit the existing security role that controls access to payment journals and add the View payment journal transactions permission level to it. Then, you can assign this role to the purchasing manager user. This approach is straightforward and can be useful if the existing role already contains other permissions required by the purchasing manager.
C. Create a new privilege. Assign the View only permission to the privilege. Then assign the privilege to the user.
In this approach, you can create a new privilege that contains the View only permission for payment journals. Then, you can assign this privilege to the purchasing manager user. This approach allows you to create a more granular permission that can be reused across different roles and users.
D. Create a new security role. Create a purchasing manager duty and assign it to that role. Then assign the duty to the user.
In this approach, you can create a new security role that is specific to the purchasing manager and contains the purchasing manager duty, which allows viewing payment journals. Then, you can assign this role to the purchasing manager user. This approach can be useful if you want to create a new role specifically for the purchasing manager, but it requires more setup than the previous approaches.
In summary, there are multiple approaches to allow the purchasing manager role to view payment journals in Dynamics 365 Finance and Operations. The best approach depends on the specific requirements and constraints of the scenario, such as the existing security configuration, the granularity of the permission, and the need for a dedicated role for the purchasing manager.
