Apply Security Permissions

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.​