19 Jul’19

D365 Project Service Automation, Dynamics 365PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X

Problem Definition:

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. How do we make it possible via the OOB (Out of the box) security roles in PSA V3.X.

Solution:

  1. From the security–>Users–> select the user–>Manage Role and Only keep “Project Resource” Role.

2. Go to Security–>Security Roles–>Open the security Role “Project Resource” –> change the following 2 parameters read/write access as shown below in the image.

3. Log off and log in again and you are set 🙂

Written by

Kuldeep Gupta

Delivery Head

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