Restrict access to worker information

Restrict access to worker information

Restrict access to worker information

In today’s article, we will see how to restrict an employee to view information only for those legal entities that they have access. Currently, an employee can see data from all legal entities but there are some cases when this should not be happened due to GDPR compliance. User should not see information from other legal entities.

How to enable this feature

To enable this feature, first login to Dynamics 365 Finance and operations.

Go to Human resources > Setup > Human resources shared parameters

Click Yes to Restrict access to worker information

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After this option is selected, follow below steps to set the permission based on each user.

  1. On the Users page, select a user.
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2. Select a role for the user. and click Assign organizations.

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3. On the new page, select Grant access to specific organizations individually, and then select the organizations that the user should have access to.

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Repeat above steps for every additional role that the user has, including the system user role.

Test the functionality

When you login with new user then you will be able to see only those legal entities which is assign for your role.

In this case, I can only see USMF under dropdown.

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If you like this article, feel free to share/subscribe it with others who might find it helpful! If you have any questions, feel free to reach out to me.

Parag Chapre

Parag Chapre is a Microsoft MVP in the fields of Dynamics 365 Finance & Operations, Human Resources, and Power Platform, recognized for his outstanding contributions to the Microsoft Dynamics community.

With over 15 years of hands-on expertise in various Microsoft Dynamics 365 areas, Parag has designed and delivered complex, innovative solutions for customers across industries and geographies. He has also provided leadership and technical guidance to project teams, managed offshore and onshore resources, and worked closely with Microsoft Product teams. Parag is passionate about sharing his knowledge and insights through his personal website, blog posts, articles, and community events. He is a member of the Microsoft Biz Apps Community Advisory Board, a Dynamics 365 Human Resource Community star, a Dynamics 365 Community contributor, and a Dynamics 365 Community Spotlight honoree.

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