Tuesday, July 24, 2018

Assign Roles to Users

Simon, the System Implementer, would like to give Kevin, the Sales Manager,
permissions as an Employee, Manager and as a Sales Manager. He would also
like to limit Kevin's access as a manager and sales manager to companies under
the main sales group in the "organizational" organization hierarchy. Kevin has
already been added as a user in Microsoft Dynamics AX 2012 and in Active
Directory.


Procedure: Assign Roles to Users

To assign Kevin to the roles of Employee and Manager, follow these steps:

1. Open
System administration > Common > Users > Users.

2. Select the record for "Kevin Cook."


3. On the top of the Users list page, click Edit.

4. In the middle of the
User form, click Assign roles.



5. Select the records for "Employee" and "Manager".

6. Click
OK.

7. On the
User form, click Close.

8. In the
Roles for selected user FactBox, note "Employee" and "Manager" are added as a role.

NOTE: This procedure cannot be completed unless Procedure: Add a User has
been completed.
 


Regards,
Hossein Karimi

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