D365FO – Create a new user and assign a security role

 

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts payable clerk.

You must create a new user ID for the new hired employee and assign the default the company to USMF and associate the accounts payable clerk role.

• Go to System administration > Users > Users.

• Select New.

• In the User ID field, enter a unique identifier for the user. A user ID is required.
• In the User name field, enter John.
• In the Company field, select the drop-down button to open the lookup.
• In the list, select USMF.
• In the Email field, enter “john@contoso.com”.

• Select Assign roles in the User’s roles section.
• In the list, find and select Accounts payable clerk.
• Select OK.
• Select Save.