User Management

Security Roles

In Dynamics 365 for Finance and Operations, security roles are used to grant access rights to a user, allowing the user to access certain menu items and perform specific tasks. Security roles relate to Client Access Licenses (CAL) in Dynamics 365 for Finance and Operations. You can read more about this topic in the Microsoft white paper describing security roles and licensing.

Below, you will see the roles and related tasks defined for Enterprise Asset Management.

Role

Related tasks

CAL level in Microsoft Dynamics 365 for Finance and Operations

Maintenance Manager

Maintain base data and perform all maintenance-related tasks.

Able to access and work with all menu items in Enterprise Asset Management.

Operations

Maintenance Clerk

Schedule work orders, register consumption, post journals, maintain work orders, create purchase orders.

Able to work with all menu items in Enterprise Asset Management except items located in the Setup area, which are read only.

Operations

Maintenance Data Manager

Manage data entities.

None

Maintenance Requester

Create and edit requests and related fault registrations.

Team Members

Maintenance Worker

Print work order report, register consumption.

Team Members

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