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Specify user relations

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Users can be internal or external. Internal users include employees, and external users include vendors, prospective vendors, customers, and prospects. After you specify user relations, a user's information, such as the employee ID or customer account ID, is automatically displayed in fields when that user opens a page in Enterprise Portal for Microsoft Dynamics AX. For external relations, data in the vendor portal is restricted based on vendor account and legal entities identified under External relations. For example, if a user has an external relation for vendor account 1003 and legal entity 1234, the user sees data only for vendor account 1003 and any transactions with legal entity 1234 in the vendor portal.

Tärkeä

User relations trim data based on a user's designated role and account, but they do not enforce security in Enterprise Portal. In Enterprise Portal, security is enforced through Microsoft Dynamics AX role-based security and Microsoft SharePoint permissions. For more information, see Checklist: Configure Enterprise Portal security.

  1. Click System administration > Common > Users > User relations.

  2. Click New.

  3. In the Person list, select the person, and then click OK.

    If you do not see the person's name in this list, the person has not completed the customer/partner on-boarding processes and does not exist in the global address book.

  4. In the User ID list, select the Microsoft Dynamics AX user ID for this relation. If you do not see the user ID that you want to assign, verify that the ID was added to the list of Microsoft Dynamics AX users.

  5. If the user is external to your business or organization, such as a customer or partner, click the Add button under External relations.

    1. In the Relationship list, select the type of external relation for this user.

    2. In the Party list, select the user's business or organization.

  6. Click Close to save your changes.

See also

Checklists for deploying Enterprise Portal sites

Enterprise Portal and Role Centers security and protection