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In Management Reporter, there are 4 different roles available, these are:
The role which is allocated in Management Reporter will depend on the highest Role/Privilege assigned to the user in AX2012. Microsoft have detailed these roles below:
To test this integration, I created a Guest1 user in AX2012 R3 and assigned one of the relevant roles listed above. In each case, once the Data Mart Integration had updated, the role in Management Reporter was updated correctly.
Note that the System Administrator Role in AX will not automatically sync to Management Reporter. Instead, the Security Administrator role needs to be specified against the AX User:
Security Administrator Role is assigned to Guest1 User
Administrator Role is assigned in Management Reporter
To test the Designer role integration, I specified the Accounting Manager role against the AX User:
Accounting Manager Role is assigned to Guest1 User
Designer Role is assigned in Management Reporter
To test the Generator role integration, I specified the Chief Financial Officer role against the AX User:
Chief Financial Officer Role is assigned to Guest1 User
Generator Role is assigned in Management Reporter
Finally, to test the Viewer role integration, I created and specified the LedgerViewFinancialStatementprivilege against the AX User.
First, create a new privilege from the AOT -> Security -> Privileges called LedgerViewFinancialStatement. No Entry Points are required:
Next, create a new Security Role and assign the LedgerViewFinancialStatement privilege:
LedgerViewFinancialStatement Role is assigned to Guest1 User
Viewer Role is assigned in Management Reporter
Note: The Company access in Management Reporter will also be inherited from the company access allowed within AX 2012.
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