User Configuration
Eftsure Users
Eftsure has its own security and segregation-of-duties model that lets you configure user access directly within the portal. The administrator can create multiple users with different permission levels, and those permissions affect the options available in both the Eftsure portal and D365 FO.Although you can create a single generic Eftsure user shared by multiple D365 users, we strongly recommend creating one Eftsure user per D365 user. This gives you maximum granularity and consistent history tracking on both sides.
Generic Service Account
In addition to individual users, configure a generic Eftsure service account in the parameters form. The generic user handles all Eftsure batch jobs and common actions that do not require specific or elevated permissions. After saving the service account credentials, use the two connection tests to validate your setup:- Ping — confirms that the Eftsure service is up and reachable.
- Login — validates the user credentials against the Eftsure cloud.
Request API Permissions
Roles
The Eftsure extension ships with two types of user roles:- Standard extended roles — existing D365 roles that are extended with Eftsure duties.
- Eftsure-specific roles — new roles introduced by the extension.
We recommend assigning standard extended roles wherever possible, because these are typically already in place before an Eftsure project starts. Users will inherit the new Eftsure permissions automatically. If your organisation uses custom D365 roles, you can map the Eftsure duties to those roles instead.
Standard Extended Roles
The extension adds Eftsure duties to the following built-in D365 roles:Eftsure-Specific Roles
The extension also introduces the following new roles:The Eftsure Admin role does not include self-certification permission to prevent unintended certifications during support sessions.
Duties
The following duties are available for you to assign to users and roles. A user with none of these duties assigned will not see any Eftsure fields, buttons, tabs, or menu items in D365 FO.User List
The User list screen displays all active Eftsure users in your current D365 environment. All Eftsure user management must be performed directly in the Eftsure online portal — the D365 list is read-only and reflects the portal state.Customise User Role Configuration
D365 system administrators can customise user roles based on available privileges — for example, to enable or restrict the vendor creation button for specific Eftsure users.Enable Vendor Creation for Eftsure Users
By default, Eftsure users may not have the option to create vendors. To enable the Vendor button for Eftsure users, follow the steps below.1
Open Security Configuration
Navigate to System Administration > Security > Security Configuration.
2
Locate the relevant role or privilege
Find the Eftsure role you want to modify, or locate the specific privilege you want to change.
3
Add the vendor creation privilege
Add the appropriate privilege to the selected role to enable the vendor creation button.
4
Save and publish
Save your changes and publish the updated security configuration.
If you modify a privilege directly rather than at the role level, the change will apply to all roles that include that privilege. Only modify at the privilege level if that is your intention.