1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Concepts

Data entry workflow security roles
Concept

On installation, Data entry workflow adds a set of security roles to the set of roles as provided in D365 FO. To these security roles, you can assign the users, who play a role in Data entry workflow.

You can use these Data entry workflow security roles:

Role AOT name Purpose Description
Data entry workflow designer

DewDataEntryWorkflowDesigner

 Design data entry workflow templates

The Data entry workflow designer:

  • Enables the Data entry workflow setup.
  • Designs and maintains data entry workflow templates.
  • Manages data entry workflow template versions.
  • Deploys data entry workflow templates.
Data entry workflow manager DewDataEntryWorkflowManager Monitor data entry workflows

The Data entry workflow manager:

  • Monitors the Data entry workflow setup.
  • Monitors and troubleshoots data entry workflows.
  • Monitors data entry workflow templates.
  • Monitors and manages workflow task delegations and reassignments.
  • Monitors the Data entry workflow management workspace.
Data entry workflow user DewDataEntryWorkflowUser Enter and approve data

The Data entry workflow user:

  • Enters data in the assigned workflow tasks.
  • Approves entered data in the assigned workflow tasks.
  • Views and delegates workflow task assignments.
  • Can view the Data entry workflow management workspace.

For detailed information on the roles, refer to the Security configuration in D365 FO.

Related to Notes

Set up Data entry workflow

 		 

Set up Data entry workflow

 		 

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