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:
- How to assign quote creator roles
- How to assign approval roles
- How to assign reviewer roles
- How to assign a reconcile bank account role
- How to assign a contract admin role
How to assign quote creator roles
Follow these steps:
- Navigate to the Microsoft Dynamics 365 F&O home page
- Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
- Under Workspaces select System Administration again
- From here, you should see six big buttons on the left-hand side of the page, select Manage users
- 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
- Underneath the field headlined User roles, click on a button called + Assign roles
- You'll see three options - select Xe Create Quote and then press Ok
- Done!
How to assign approval roles
Follow these steps:
- Navigate to the Microsoft Dynamics 365 F&O home page
- Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
- Under Workspaces select System Administration again
- From here, you should see six big buttons on the left-hand side of the page, select Manage users
- 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
- Underneath the field headlined User roles, click on a button called + Assign roles
- You'll see three options - select Xe Approve Quote and then press Ok
- Done!
How to assign reviewer roles
Follow these steps:
- Navigate to the Microsoft Dynamics 365 F&O home page
- Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
- Under Workspaces select System Administration again
- From here, you should see six big buttons on the left-hand side of the page, select Manage users
- 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
- Underneath the field headlined User roles, click on a button called + Assign roles
- You'll see three options - select Xe Review Quote and then press Ok
- 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:
- Navigate to the Microsoft Dynamics 365 F&O home page
- Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
- Under Workspaces select System Administration again
- From here, you should see six big buttons on the left-hand side of the page, select Manage users
- 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
- Underneath the field headlined User roles, click on a button called + Assign roles
- You'll see three options - select Reconcile bank account and then press Ok
- Done!
How to assign a contract admin role
Follow these steps:
- Navigate to the Microsoft Dynamics 365 F&O home page
- Click on the three horizontal lines on the top left corner, this should expand a list. From here, select System administration
- Under Workspaces select System Administration again
- From here, you should see six big buttons on the left-hand side of the page, select Manage users
- 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
- Underneath the field headlined User roles, click on a button called + Assign roles
- You'll see three options - select Contract admin and then press Ok
- Done!