Product: Dynamics 365 for Finance and Operations
Article Link: https://help.truecommerce.com/en/articles/15656043-dynamics-365-for-finance-and-operations-read-only-users-tc-edi-viewer-role
The TC EDI – Viewer role is a read-only security role within the Dynamics 365 for Finance and Operations (D3FO) Electronic Data Interchange (EDI) security configuration provided by TrueCommerce. When assigned, this role grants a user visibility into all areas of the TrueCommerce EDI module while restricting any ability to make writes, edits or process messages.
This role is ideal for users who require oversight into EDI activity — such as managers, auditors, or support staff — without the risk of unintended changes. With the TC EDI – Viewer role applied, all action and processing buttons across TC EDI forms will be hidden or disabled, leaving only display and view menu items accessible.
Viewer Role Access Overview
Users assigned the TC EDI – Viewer role will have read-only access to all TrueCommerce EDI forms and mailboxes within D3FO. This includes the ability to open and view inbound and outbound EDI transaction records, mailbox contents, and configuration screens.
The following actions are not available to users with this role:
Editing any EDI configuration, cross-reference, or setup data
Processing, importing, or exporting any EDI messages
Submitting, acknowledging, or modifying EDI transactions
Users with this role cannot perform any actions that would alter data or trigger processing within the EDI module. It is purely for viewing purposes.
Inbound Sales Order Mailbox
When a TC EDI – Viewer role user accesses the Inbound Sales Order Mailbox, only the view and display buttons will be available in the ribbon menu. Action buttons such as Import and Batch Import will be absent or disabled — preventing any processing of inbound documents from within this screen.
Read-Only View (TC EDI - Viewer)
Full Access User
Acknowledgement Maintenance
Within the Acknowledgement Maintenance screen, the TC EDI – Viewer role similarly restricts all editing and processing actions. Users can view existing acknowledgement records and their statuses but cannot create, modify, or transmit any acknowledgements.
Read-Only View (TC EDI - Viewer)
Full Access User
Assigning the TC EDI – Viewer Role
The TC EDI – Viewer role is assigned through the standard D3FO User Administration screen. To assign the role to a user:
Navigate: System Administration → Users → Users
Select: the desired User record
Select: Assign Roles
Select: TC EDI – Viewer from the available roles list
Select: OK to confirm the assignment
rev 06/26/25