Assign Users to Role Center Profiles

A user profile corresponds to a specific role in an organization, such as controller or chief financial officer. When you assign users to profiles, the role center that is set up for that profile is the role center that these users will see when they open the Microsoft Dynamics AX 2012 client or Enterprise Portal.

Before assigning users to profiles, you must select which profiles to use in each company. You can select additional profiles at any time.

• Verify that the profiles that you will be working with are listed in theUser profiles form.

• Create a list of users and their corresponding profiles.
Follow these steps to assign a user to a profile:

1. Click System Administration > Common > Users> User Profiles.

2. Select the profile that the user should be assigned to.

3. Select the user from the list.

4. Specify whether the profile applies to all the companies that a user is assigned to in Microsoft Dynamics AX 2012 or only specific companies.

a. If you select All companies, the user will be assigned to this profile for all companies and will see the same role center page for all companies.

b. If you choose Select companies, the user will be assigned to this profile only for the companies that you specify. You can assign the user to other profiles for other companies.

5. Click Apply to save changes. The users must restart the Microsoft Dynamics AX 2012 clients or refresh their web browsers to view their role centers.

Follow these steps to assign multiple users to a profile:

1. Click System Administration > Common > Users> User Profiles.

2. Select the profile that the users should be assigned to.

3. Click the Bulk Add Users button.

4. Select the users in the list. You can apply the filter to display the members from a specific user group.

5. Specify whether the profile applies to all the companies that each user is assigned to in Microsoft Dynamics AX 2012 or only specific companies.

6. Click Apply to save changes. The users must restart the Microsoft Dynamics AX 2012 clients or refresh their web browsers to view their role centers.

Regards,
Hossein Karimi