AX – 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.

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