On installation, Data entry workflow adds a set of security roles to the set of roles as provided in D365 F&SCM. 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 F&SCM.

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