AX – D365FO – Import a user and assign security role

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts receivable clerk. The active directory user account has already been created as part of onboarding process.

You must import a new hired employee and assign the default the company to USMF and associate the accounts receivable clerk role.

  • Go to System administration > Users > Users.
  • Select Import users in the Action Pane.
  • From the list of aliases, select your desired alias to be imported.
  • Select Import users.
  • Select Close.
  • In the Users list page, verify the new user has been imported successfully.
  • Select the User ID link.
  • Select Assign roles.
  • In the list, find and select Account manager.
  • Select OK.
  • Select Save.

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