Set up user groups

To use some features and functionality in D365 F&SCM, user groups can be required. For example, users are outside the organization hierarchy for budget planning but must work with budget plans. You can assign budget plans to user groups. You can also set restrictions for journal posting that are based on user groups.

This topic describes how to create a user group and add users to it.

Steps

1. Go to Security and compliance > Inquiries > Users groups.

2. Sub-task: Create user group.

   1. Click New.

   2. Enter a short name for the group. A short name is required. For example, enter Budget A for a budgeting group or Journals 1 for a journal posting group.

      In the Group field, type a value.

   3. Enter a long name for the group. A long name is required. For example, enter ‘Budgeting group A’ or ‘Journal posting group 1’.

      In the User group name field, type a value.

      Note

      To avoid confusion, we recommend that you make the names of user groups as descriptive as you can.

3. Sub-task: Add user to user group.

   1. In the Remaining users list, find and select the desired users.

   2. Click the right arrow (->) button to move the selected users to the Selected users list.

4. Close the page.

Notes

The List tab shows the full list of user groups and linked users.