How to limit team member access to time and expense entries in Microsoft Dynamics 365 Project Service Automation V3

July 19 2019

We sometimes have a few team members who only need to do the time entries and expense entries. They do not need any exposure to other entities, and from a security standpoint it might be unwise to share the information too broadly. This raises an interesting question: How do we grant them access to only certain entries using out of the box security roles in Dynamics 365 Project Service Automation?

In this article, I'll share some simple steps to better align your security in the settings for D365 PSA.

1. From security, navigate to Users. Then select the user, choose Manage Role and only keep "Project Resource" role.

manage_user_roles_in_psa

2. Go to Security-->Security Roles-->Open the security role "Project Resource". Change the parameters for read-write access as shown below in the images. Check the requirement status and schedule board setting. Finally, save and close.

About Kuldeep Gupta

Kuldeep Gupta is a Project Delivery Head at CloudFronts Technologies and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

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Comments

Mglat's picture

Hi Kuldeep, thanks for your post.
As a best practice, shouldn’t you also mention not to customize but to copy the security role?