1. Data Management
  2. Security and Compliance Studio
  3. Flows

Manage security requests
Activity Flow

Use security requests to register any required changes in the security setup.

You can create a security request in these ways:
  • As a system user, you can create a security request from any page.
  • In Security and compliance studio, you can create security requests from the Security management workspace.
Usually, a security request is approved by the security manager and implemented by the security administrator.

Security administrator Security administrator The security administrator (SysSecSecurityAdministrator) maintains user and security setup in D365 F&SCM, grants the ability to create and maintain security roles, duties, and privileges and the ability to assign users to roles, define role assignment rules, and maintain data security policies. Security manager Security manager Security request user Security request user The security request user (DSMSecurityRequestUser) creates security requests to register any required changes in the security setup. As a Security request user, you can create a security request from any page. Start Start Create security request from any page Create security request from any page Use security requests to register any required changes in the security setup. As a user, you can create a security request from any page. You can only do so, if the 'Security request user' role is assigned to your user setup. Security request type For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information. This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 10): Type Type-specific section Description General - Request a security configuration change that is not related to any of the types. Create user Create users Request the creation of a user. Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign: All organizations: The user has the role in all existing companies. Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies. Assign role to user Assign roles to user Request to add one or more roles to an existing user. To each role, assign the companies in which the user has the role. You can assign: All organizations: The user has the role in all existing companies. Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies. Remove role from user Remove roles from user Request to remove one or more roles from an existing user. Disable user Disable users Request to disable one or more existing users. Enable user Enable users Request to enable one or more existing users. Delete user Delete users Request to delete one or more existing users. Create role Create role Request to create a role. Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario. Modify role Modify role Request to modify one or more roles. For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario. Lock role Lock roles Request to lock one or more roles. Unlock role Unlock roles Request to unlock one or more roles. Delete role Delete role Request to delete one or more roles. Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules. Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts. Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules. Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period. You can request a stand-in for yourself or for another user. Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period. You can request to cancel a stand-in for yourself or for another user. Create business risk Create business risk Request to add an operational risk for your company. You can link the risk to enhanced segregation of duties rules. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. 2. Click the Settings button and click My security requests. 3. Click New. 4. In the Request field, type a value. 5. In the Type field, select an option. 6. In the Origin field, select an option. 7. In the Area field, enter or select a value. 8. Expand the Status section. 9. In the Priority field, select an option. 10. For each security request type, a different type-specific section is added to the Security request page. For more information, refer to the table in the topic description. In the type-specific section, fill in or add the required information. Note: For type 'General', no type-specific section is added. 11. In the Description section, enter a description of the security request. 12. Sub-task: Define applicable period. 13. Expand the Details section. Submit security request for approval Submit security request for approval As a security request user, you can create a security request from any page. Usually, a security request must be approved by the security manager. Once you have completed the security request creation, submit the security request for approval. How the approval process is done, depends on the setup: An approval workflow is active: You submit the security request to the approval workflow. No approval workflow is active: You manually assign the security request to a security manager for approval. Procedure 1. Click the Settings button and click My security requests. Note: You can open the My security requests page from any page. It always shows all security requests of which you are the owner. 2. Sub-task: Submit security request to approval workflow. 3. In the list, find and select the desired security request. 4. Click Workflow. 5. Click Submit. 6. On the dialog, click Submit. 7. Sub-task: Manually assign security request to security manager. 8. In the list, find and select the desired security request. 9. Click Owner to open the drop dialog. 10. In the list, find and select the desired security manager. 11. Click OK. 12. Click Status. 13. Click Waiting. 14. Close the page. Notes To use a workflow for the security request approval process, make sure the workflow: Is created. Is of type DSMSecurityRequestWorkflowType. Has an active version. To manage the security request workflow, go to Security and compliance > Setup > Security and compliance workflows. The Security and compliance workflows page is the standard D365 F&SCM Workflows page, but filtered for the Security and compliance studio workflows. Create security request in Security and compliance studio Create security request in Security and compliance studio   As a security administrator, use security requests to register any required changes in the security setup. In Security and compliance studio, you can create security requests from the Security management workspace. Security request type For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information. This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 9): Type Type-specific section Description General - Request a security configuration change that is not related to any of the types. Create user Create users Request the creation of a user. Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign: All organizations: The user has the role in all existing companies. Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies. Assign role to user Assign roles to user Request to add one or more roles to an existing user. To each role, assign the companies in which the user has the role. You can assign: All organizations: The user has the role in all existing companies. Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies. Remove role from user Remove roles from user Request to remove one or more roles from an existing user. Disable user Disable users Request to disable one or more existing users. Enable user Enable users Request to enable one or more existing users. Delete user Delete users Request to delete one or more existing users. Create role Create role Request to create a role. Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario. Modify role Modify role Request to modify one or more roles. For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario. Lock role Lock roles Request to lock one or more roles. Unlock role Unlock roles Request to unlock one or more roles. Delete role Delete role Request to delete one or more roles. Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules. Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts. Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules. Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period. Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period. Create business risk Create business risk Request to add an operational risk for your company. You can link the risk to enhanced segregation of duties rules. Procedure 1. Click Security management. 2. On the Requests tab, click New. 3. In the Request field, type a value. 4. In the Type field, select an option. 5. In the Origin field, select an option. 6. In the Area field, enter or select a value. 7. Expand the Status section. 8. In the Priority field, select an option. 9. For each security request type, a different type-specific section is added to the Security request page. For more information, refer to the table in the topic description. In the type-specific section, fill in or add the required information. Note: For type 'General', no type-specific section is added. 10. In the Description section, enter a description of the security request. 11. Sub-task: Define applicable period. 12. Expand the Details section. 13. In the Start date field, enter a date. 14. In the End date field, enter a date. 15. In the External reference field, type a value. 16. Close the page. Notes You can also create a security request for a specific record from the Security requests FactBox on several Security management pages: Stand-in Table security recording Scenario Segregation of duties rules Users Locked security roles Submit security request for approval Submit security request for approval As a security administrator, you can create a security request from the Security management workspace. Usually, a security request is approved by the security manager. Once you have completed the security request creation, submit the security request for approval. How the approval process is done, depends on the setup: An approval workflow is active: You submit the security request to the approval workflow. No approval workflow is active: You manually assign the security request to a security manager for approval. Procedure 1. Click Security management. 2. Sub-task: Submit security request to approval workflow. 3. On the Requests tab, in the list, click the link of the desired security request. 4. Click Workflow. 5. Click Submit. 6. On the dialog, click Submit. 7. Close the page. 8. Sub-task: Manually assign security request to security manager. 9. On the Requests tab, in the list, click the link of the desired security request. 10. Click Owner to open the drop dialog. 11. In the list, find and select the desired security manager. 12. Click OK. 13. Click Status. 14. Click Waiting. 15. Close the page. Notes To use a workflow for the security request approval process, make sure the workflow: Is created. Is of type DSMSecurityRequestWorkflowType. Has an active version. To manage the security request workflow, go to Security and compliance > Setup > Security and compliance workflows. The Security and compliance workflows page is the standard D365 F&SCM Workflows page, but filtered for the Security and compliance studio workflows. Approve security request Approve security request Usually, a security manager must approve the security request before it is implemented. How the approval process is done, depends on the setup: An approval workflow is active: Approve the security request using the approval workflow. No approval workflow is active: Manually approve the security request. When you review the security request, on the Security requests page, on the Action Pane, on the Requests tab, you can: View the related record, if defined. Change the priority. Once approved, the security request is implemented automatically. If dynamic snapshots are enabled, the implemented security configuration changes are updated automatically in the latest snapshot. Procedure 1. Click Security management. 2. On the Requests tab, in the list, click the link of the desired security request. 3. Sub-task: Approve using approval workflow. 4. Click Workflow. 5. Click the desired action that defines the next workflow step and status. For example, click Approve. 6. On the dialog, in the Enter a comment field, type a value. 7. Click OK. 8. Sub-task: Approve manually. 9. Click Status. 10. Click Review. 11. Click Status. 12. Click the desired status, for example, Approved. Note: If you need, for example, additional information on the security request, you can reject or re-open it. Also, change the ownership to the Created by user. The Created by user can make changes to the security request only if the status is Open or Rejected. 13. Close the page. End End

Activities

Name Responsible Description

Create security request from any page

Security request user

Use security requests to register any required changes in the security setup. As a user, you can create a security request from any page. You can only do so, if the 'Security request user' role is assigned to your user setup.

Security request type

For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information.

This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 10):

Type Type-specific section Description
General - Request a security configuration change that is not related to any of the types.
Create user Create users

Request the creation of a user.
Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Assign role to user Assign roles to user

Request to add one or more roles to an existing user.

To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Remove role from user Remove roles from user Request to remove one or more roles from an existing user.
Disable user Disable users Request to disable one or more existing users.
Enable user Enable users Request to enable one or more existing users.
Delete user Delete users Request to delete one or more existing users.
Create role Create role Request to create a role.
Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Modify role Modify role Request to modify one or more roles.
For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Lock role Lock roles Request to lock one or more roles.
Unlock role Unlock roles Request to unlock one or more roles.
Delete role Delete role Request to delete one or more roles.
Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules.
Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts.
Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules.
Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period. You can request a stand-in for yourself or for another user.
Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period. You can request to cancel a stand-in for yourself or for another user.
Create business risk Create business risk

Request to add an operational risk for your company.

You can link the risk to enhanced segregation of duties rules.

Submit security request for approval - Security request user

Security request user

As a security request user, you can create a security request from any page. Usually, a security request must be approved by the security manager.

Once you have completed the security request creation, submit the security request for approval.

How the approval process is done, depends on the setup:

  • An approval workflow is active: You submit the security request to the approval workflow.
  • No approval workflow is active: You manually assign the security request to a security manager for approval.

Create security request in Security and compliance studio

Security administrator
 

As a security administrator, use security requests to register any required changes in the security setup. In Security and compliance studio, you can create security requests from the Security management workspace.

Security request type

For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information.

This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 9):

Type Type-specific section Description
General - Request a security configuration change that is not related to any of the types.
Create user Create users Request the creation of a user.

Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Assign role to user Assign roles to user

Request to add one or more roles to an existing user.

To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Remove role from user Remove roles from user Request to remove one or more roles from an existing user.
Disable user Disable users Request to disable one or more existing users.
Enable user Enable users Request to enable one or more existing users.
Delete user Delete users Request to delete one or more existing users.
Create role Create role Request to create a role.
Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Modify role Modify role Request to modify one or more roles.
For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Lock role Lock roles Request to lock one or more roles.
Unlock role Unlock roles Request to unlock one or more roles.
Delete role Delete role Request to delete one or more roles.
Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules.
Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts.
Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules.
Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period.
Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period.
Create business risk Create business risk

Request to add an operational risk for your company.

You can link the risk to enhanced segregation of duties rules.

Submit security request for approval - Security administrator

Security administrator

As a security administrator, you can create a security request from the Security management workspace. Usually, a security request is approved by the security manager.

Once you have completed the security request creation, submit the security request for approval.

How the approval process is done, depends on the setup:

  • An approval workflow is active: You submit the security request to the approval workflow.
  • No approval workflow is active: You manually assign the security request to a security manager for approval.

Approve security request

Security manager
Usually, a security manager must approve the security request before it is implemented.

How the approval process is done, depends on the setup:

  • An approval workflow is active: Approve the security request using the approval workflow.
  • No approval workflow is active: Manually approve the security request.

When you review the security request, on the Security requests page, on the Action Pane, on the Requests tab, you can:

  • View the related record, if defined.
  • Change the priority.

Once approved, the security request is implemented automatically.

If dynamic snapshots are enabled, the implemented security configuration changes are updated automatically in the latest snapshot.

Activities

Name Responsible Description

Create security request from any page

Security request user

Use security requests to register any required changes in the security setup. As a user, you can create a security request from any page. You can only do so, if the 'Security request user' role is assigned to your user setup.

Security request type

For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information.

This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 10):

Type Type-specific section Description
General - Request a security configuration change that is not related to any of the types.
Create user Create users

Request the creation of a user.
Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Assign role to user Assign roles to user

Request to add one or more roles to an existing user.

To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Remove role from user Remove roles from user Request to remove one or more roles from an existing user.
Disable user Disable users Request to disable one or more existing users.
Enable user Enable users Request to enable one or more existing users.
Delete user Delete users Request to delete one or more existing users.
Create role Create role Request to create a role.
Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Modify role Modify role Request to modify one or more roles.
For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Lock role Lock roles Request to lock one or more roles.
Unlock role Unlock roles Request to unlock one or more roles.
Delete role Delete role Request to delete one or more roles.
Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules.
Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts.
Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules.
Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period. You can request a stand-in for yourself or for another user.
Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period. You can request to cancel a stand-in for yourself or for another user.
Create business risk Create business risk

Request to add an operational risk for your company.

You can link the risk to enhanced segregation of duties rules.

Submit security request for approval - Security request user

Security request user

As a security request user, you can create a security request from any page. Usually, a security request must be approved by the security manager.

Once you have completed the security request creation, submit the security request for approval.

How the approval process is done, depends on the setup:

  • An approval workflow is active: You submit the security request to the approval workflow.
  • No approval workflow is active: You manually assign the security request to a security manager for approval.

Create security request in Security and compliance studio

Security administrator
 

As a security administrator, use security requests to register any required changes in the security setup. In Security and compliance studio, you can create security requests from the Security management workspace.

Security request type

For each security request type, a different type-specific section is added to the Security request page. In this section, fill in or add the required type-specific information.

This table shows the available security request types, for each type the related section, and a description of what to do in this section (see step 9):

Type Type-specific section Description
General - Request a security configuration change that is not related to any of the types.
Create user Create users Request the creation of a user.

Add the desired roles for the user. To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Assign role to user Assign roles to user

Request to add one or more roles to an existing user.

To each role, assign the companies in which the user has the role. You can assign:

  • All organizations: The user has the role in all existing companies.
  • Specific organizations: You can select specific companies from all legal entities or from the organization hierarchies.
Remove role from user Remove roles from user Request to remove one or more roles from an existing user.
Disable user Disable users Request to disable one or more existing users.
Enable user Enable users Request to enable one or more existing users.
Delete user Delete users Request to delete one or more existing users.
Create role Create role Request to create a role.
Use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Modify role Modify role Request to modify one or more roles.
For each role, you can use a security scenario to indicate all securable objects and related access levels that are required for the role to perform one or more tasks. You can select an existing scenario or upload a task recording that defines the scenario.
Lock role Lock roles Request to lock one or more roles.
Unlock role Unlock roles Request to unlock one or more roles.
Delete role Delete role Request to delete one or more roles.
Create rule Enhanced SoD rules Request to create one or more enhanced segregation of duties rules.
Resolve conflict Enhanced SoD conflicts Request to solve one or more enhanced segregation of duties conflicts.
Delete rule Delete enhanced SoD rule Request to delete one or more enhanced segregation of duties rules.
Add stand-in Create stand-in Request to appoint a stand-in for one or more users for a specified period.
Cancel stand-in Remove stand-in Request to remove a stand-in appointment for one or more users for a specified period.
Create business risk Create business risk

Request to add an operational risk for your company.

You can link the risk to enhanced segregation of duties rules.

Submit security request for approval - Security administrator

Security administrator

As a security administrator, you can create a security request from the Security management workspace. Usually, a security request is approved by the security manager.

Once you have completed the security request creation, submit the security request for approval.

How the approval process is done, depends on the setup:

  • An approval workflow is active: You submit the security request to the approval workflow.
  • No approval workflow is active: You manually assign the security request to a security manager for approval.

Approve security request

Security manager
Usually, a security manager must approve the security request before it is implemented.

How the approval process is done, depends on the setup:

  • An approval workflow is active: Approve the security request using the approval workflow.
  • No approval workflow is active: Manually approve the security request.

When you review the security request, on the Security requests page, on the Action Pane, on the Requests tab, you can:

  • View the related record, if defined.
  • Change the priority.

Once approved, the security request is implemented automatically.

If dynamic snapshots are enabled, the implemented security configuration changes are updated automatically in the latest snapshot.
Related to Notes

Manage security requests

 		 

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