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Creating Microsoft Dynamics NAV Users

  • Article

Before a user can access Dynamics NAV, you must have created them as users in Dynamics NAV. To create and modify users, you can use the Microsoft Dynamics NAV Windows client, Microsoft Dynamics NAV Web client, or the Dynamics NAV Windows PowerShell cmdlets.

Important

You do not create user logins for Dynamics NAV user in SQL Server before or after you create Dynamics NAV users.

Microsoft Dynamics NAV 2018 supports the following credential authorization mechanisms for Dynamics NAV users:

  • Windows

  • UserName

  • NavUserPassword

  • AccessControlService

  • Microsoft 365 Authentication

    This topic contains separate procedures for creating users for each credential authentication mechanism. For information about how to configure RoleTailored clients and the Microsoft Dynamics NAV Server instance for a specific authentication scheme, see Users and Credential Types.

Note

The following procedures describe how to create users for a single credential type, but you can create users that are valid for multiple credential types, as long as you configure the appropriate settings for each credential type in the New User page. For example, you could create a user who would automatically be logged on without having to present credentials when the credential type is Windows, but would be prompted for a username (the value of the User Name field) and a password when the credential type is UserName.

Creating a New User

The following procedures describe how to configure users in the Microsoft Dynamics NAV Windows client. Similar steps apply for creating users in the Microsoft Dynamics NAV Web client. For information about how to create users using the Dynamics NAV Windows PowerShell cmdlets, see Microsoft Dynamics NAV Windows PowerShell Cmdlets. A Microsoft Dynamics NAV Server instance can either support users with Windows authentication or users with other credentials.

To create a new user

  1. In the Search box, enter Users, and then choose the related link.

  2. In the Users window, on the Home tab, choose New.

  3. In the User Card window, on the General FastTab, fill in the fields as described in the following table.

    Field Description
    User Name Specify a unique, short name to identify the user.
    Full Name Specify the user’s full name.
    License Type Choose one of the available license types. For more information, see License Types.
    State Specify if the user’s access is enabled or disabled.
    Expiry Date Optionally, to set a time limit on the user’s access, choose a date.

  4. To set up a user for Windows authentication, follow this step:

    • On the Windows Authentication FastTab, in the Windows User Name field, type the name of a valid Active Directory user, using the format domain\username. Or, choose the AssistEdit button, select Allow for the Session, and then, in the Active Directory Select User or Group dialog box, identify a Windows user.

  5. To set up a user for NavUserPassword authentication, follow these steps:

    1. On the NAV Password Authentication FastTab, choose the Password field to specify a password for the user.

    2. If you want to require the user to change the password after they log in for the first time, select User must change password at next login.

      The first time that the user logs on, a prompt will appear prompting the user to change the password.

  6. To set up a user for AccessControlService authentication, follow these steps:

    Note

    The following steps apply to Dynamics NAV solutions that are deployed on Azure. For more information, see Deploying and Managing Microsoft Dynamics NAV on Microsoft Azure.

    1. On the Access Control Service Authentication FastTab, next to ACS Access Status, choose the word Disabled.

      This opens the User ACS Setup dialog box.

    2. In the User ACS Setup dialog box, choose the Generate Auth Key button.

      A string value is automatically inserted into the Authentication Key field.

    3. Save the Authentication Key value to a secure location such as a text file, where you can find it later. After you configure your deployment for ACS, and configure your Dynamics NAV components for ACS, send this authentication key, and the User Name value, to the actual user and instruct the user to provide these values when they log on to a Dynamics NAV client.

    4. Choose the OK button. The ACS Access Status changes to Pending. It will change to Active after the user successfully logs in.

  7. To create a new user for Microsoft 365 authentication, follow this step:

    • On the Office 365 Authentication FastTab, in the Authentication Email field, specify the Microsoft account that this user uses to access Microsoft 365 and SharePoint. The authentication email address must be the organizational email account that the users log in to Microsoft 365 with, such as an account from Azure Active Directory (Azure AD).

      The Microsoft Dynamics NAV Server instance must be configured to accept the relevant credential types that support integration with Microsoft 365, such as Azure AD. For more information, see Users and Credential Types.

      When you specify an email address, the Authentication Status field changes to Inactive. When the user logs in to Microsoft 365, the authentication status changes to Active.

  8. Open the User Groups FastTab to define which user groups the user is a member of. User groups are an easy way to manage permissions. For more information, see Managing User Groups.

  9. Optionally, open the User Permission Sets FastTab to review permission sets for the user.

  10. Add any Notes or Links for the user in the respective FactBoxes.

  11. Choose the OK button to close the window.

    To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

See Also

How to: Create a Profile
Managing User Groups
How to: Define Permissions for Users
Users and Credential Types
License Types