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(USA) Set up users for Commerce Services

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

All users of online services for Microsoft Dynamics ERP have one or more roles with respect to their organization and the particular online service. Each user has access to specific services and actions as authorized by his or her role.

When you sign up for a new service, you are automatically added to the organization and the particular online service. You are also assigned a service administrator role for that service, so you can add other users and maintain their roles.

Note

This feature is not available if Microsoft Dynamics AX 2012 R3 is installed.

Add a user

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

  2. Click Set up users to open the User management page in Customer Portal.

  3. Click New.

  4. Specify the following information about the user:

    • First and last name

    • Microsoft account

      Note

      If the user is a member of CustomerSource, PartnerSource, or the Microsoft Dynamics Community, use the same Microsoft account as for those sites.

    • Primary e-mail address

  5. Under Services and roles, in the Available roles list, select a role for the user, and then click the single arrow to add the role to the Selected roles list.

    Tip

    To add all roles, click the double arrow.

  6. Click Save.

  7. In the list of users, select the check box for the user whom you just added, and then click Send invitation.

    The user will receive an e-mail message with a link to complete his or her association with the online service. The user must use the same Microsoft account to sign in to the service that you specified in step 4.

  8. When you are finished, click Sign out.

Edit a user's profile

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

  2. Click Set up users to open the User management page in Customer Portal.

  3. Select the check box for the user whose profile you want to edit, and then click Edit.

  4. Edit the user’s name, e-mail address, or roles, as necessary.

    Note

    You cannot edit the user’s Microsoft account. If you need to change it, you must delete the user’s profile and create a new one with the new Microsoft account.

  5. Click Save.

  6. When you are finished, click Sign out.

Delete a user's profile

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

  2. Click Set up users to open the User management page on Customer Portal.

  3. Select the check box for the user you want to delete, and then click Edit.

  4. Under Services and roles, remove all roles from the Selected roles list.

    You can click the double arrow to remove all roles.

  5. Click Save.

  6. Select the check box for the user whose profile you want to delete, and then click Delete.

  7. When you are finished, click Sign out.

See also

(USA) Set up and maintain a Sites Services account

(USA) Activate or deactivate a solution