Introduction to Microsoft Dynamics AX 2012 R3 Development-1

Microsoft Dynamics AX 2012 R3 Development-1

Locus IT ServicesMicrosoft Dynamics AX 2012 R3 Development-1

Lesson 3: Assign a user to a role

Assign a User to a Role

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012- Assign a User to a Role

To access Microsoft Dynamics AX, users must be assigned to security roles. You can assign users to roles automatically, based on business data, or you can assign users to roles manually. We recommend that you assign roles automatically most of the time.

Users can be assigned to multiple roles. If a user is assigned to multiple roles that grant different levels of access to the same item, the user has the highest level of access that the various roles grant. For example, if the users is a member of both role A, which has View access to sales orders, and role B, which has Create access to sales orders, the user has Create access to sales orders.

Roles are typically maintained by the system administrator in the rich client however they can also be maintained by a developer in the AOT. The Securityroles form available in the rich client displays all roles defined in the application and the duties associated with each role.

Roles and associated duties can also be viewed in the security node in the AOT

 Important

Users must exist in Microsoft Dynamics AX before they can be assignedroles. Even if you use automatic role assignment, users are not automatically added to Microsoft Dynamics AX. For more information about how to add users, see Create new users in Microsoft Dynamics AX.

All users must be assigned to at least one securityrole to access Microsoft Dynamics AX. The security roles that are determine the duties, or actions, that the user can perform and the parts of the user interface that can view. For more information about the security model in Microsoft Dynamics AX 2012, see Role-based security in Microsoft Dynamics AX and Security architecture of the Microsoft Dynamics AX application.

Securityroles help determine your licensing requirements for Microsoft Dynamics AX 2012. In addition, be aware that modifying security roles may change your licensing requirements. For more information about how licensing relates to security, see the Security roles and licensing white paper for Microsoft Dynamics AX 2012.

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