Wednesday, 24 August 2016

Role based Security in AX

·         To setup security roles to a user need to follow following hierarchy
·         Create Security role
Go to System administration > setup > security > security roles
Give security role name by clicking new button


·         Create Duties, privileges and permission
Go to System administration > setup > security > security privileges
Click new to create a new process cycle, again click new to create duty, again click new to create new privilege


By keeping the cursor on newly created privilege, add permission and give access level

·         Assign duties to the role
Go to System administration > setup > security > security roles
Select your security role and click on Add in role content then select the duty and privilege from your process cycle
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      Assigning user to roles
Go to System administration > setup > security > Assign users to roles
Select your role and click on manually assign/exclude user from users assigned to role and select the users

Now Logon to Microsoft dynamics AX with the assigned user login credentials and check the permission level you applied is working or not

Note: 1. for system administrator role no privilege takes effect as he has full control