How to assign roles to users on Microsoft Dynamics 365 F&O

User roles enable delegation within your organisation. You'll be able to assign certain profiles to create quotes, approve a transfer or review a transfer.

In this article, we'll cover:

1. How to assign quote creator roles
2. How to assign approval roles
3. How to assign reviewer roles
4. How to assign a reconcile bank account role
5. How to assign a contract admin role

How to assign quote creator roles

Follow these steps:

1. Navigate to the Microsoft Dynamics 365 F&O home page
2. Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
3. Under Workspaces select System Administration again
4. From here, you should see six big buttons on the left-hand side of the page, select Manage users
5. You'll be taken to a page with a pre-loaded list of existing users - double-click on the user you'd like to manage
6. Underneath the field headlined User roles, click on a button called + Assign roles
7. You'll see three options - select Xe Create Quote and then press Ok
8. Done!

How to assign approval roles

Follow these steps:

1. Navigate to the Microsoft Dynamics 365 F&O home page
2. Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
3. Under Workspaces select System Administration again
4. From here, you should see six big buttons on the left-hand side of the page, select Manage users
5. You'll be taken to a page with a pre-loaded list of existing users - double-click on the user you'd like to manage
6. Underneath the field headlined User roles, click on a button called + Assign roles
7. You'll see three options - select Xe Approve Quote and then press Ok
8. Done!

How to assign reviewer roles

Follow these steps:

1. Navigate to the Microsoft Dynamics 365 F&O home page
2. Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
3. Under Workspaces select System Administration again
4. From here, you should see six big buttons on the left-hand side of the page, select Manage users
5. You'll be taken to a page with a pre-loaded list of existing users - double-click on the user you'd like to manage
6. Underneath the field headlined User roles, click on a button called + Assign roles
7. You'll see three options - select Xe Review Quote and then press Ok
8. Done!

For more information on how to agree to an Xe contract, please click here.

How to assign a reconcile bank account role

Follow these steps:

1. Navigate to the Microsoft Dynamics 365 F&O home page
2. Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
3. Under Workspaces select System Administration again
4. From here, you should see six big buttons on the left-hand side of the page, select Manage users
5. You'll be taken to a page with a pre-loaded list of existing users - double-click on the user you'd like to manage
6. Underneath the field headlined User roles, click on a button called + Assign roles
7. You'll see three options - select Reconcile bank account and then press Ok
8. Done!

How to assign a contract admin role

Follow these steps:

1. Navigate to the Microsoft Dynamics 365 F&O home page
2. Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
3. Under Workspaces select System Administration again
4. From here, you should see six big buttons on the left-hand side of the page, select Manage users
5. You'll be taken to a page with a pre-loaded list of existing users - double-click on the user you'd like to manage
6. Underneath the field headlined User roles, click on a button called + Assign roles
7. You'll see three options - select Contract admin and then press Ok
8. Done!