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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Block user access to a...
Microsoft Dynamics AX (Archived)

Block user access to a module

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Posted on by Community Member

Hi everyone,

I am new to AX so still familiarising myself with its interface and how it works.

I am currently working on refining user roles within a company I work for. I aim to tidy up each user account individually (company isn't too big).
I was wondering if there was any quick fix to blocking the user from accessing any of the modules via roles? Some users have access to ie. Sales Ledger module when they are mainly interested in Stock Warehouse etc.
What I have done so far is just restrict access to some of the tables and an error message appears however I wonder if there is any way to block access into the module all together? I am new to AX so I am having difficulty in what is the best way to determine entry points. I don't have the Security Development Tool installed so i'm working around this manually. Is there anyway you might be able to help in how I can find entry points for different parts of the system?
Right now, i'm limited to right-clicking and pressing Personalise.
Thanks very much in advance!

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  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    Complete answer to your question can be very broad subject but let try to help you.

     

    The very first thing you need to understand that AX security is not Module based. Its role based. There is no direct way to hide/show a complete module just based on module. Because security is Role based.

    A security role in AX consists of Duties and privileges. Further each duty can have N number of privileges. A single privilege can be combination of menu item, tables and forms (for static controls).

     

    So if you want to hide a full module or you want to show the full module, you have to assign roles, duties or privileges to user. Adding/removing number of roles, privileges and/or duties can bring you closer to what you are looking for.

     

    You can assign one or more security roles to a user. If modification is required in roles, usually it is recommended to do modification in your own customized roles. Avoid customization of standard role, or else that modification will be applied to all users who are using that role.

     

    It can never be guaranteed that a user will have access to single module only. Let’s suppose you give access of Purchase ledger only, to user, via certain roles. Now as you will test that, you will notice that user can also see procurement module. Why it is so? Because purchase orders are shared between two areas. Again, security is role based in ax. It’s not module based.

  • Community Member Profile Picture
    Community Member on at

    Sure, what do you mean by module role name? Do you mean the user roles? Also,  articles would be great thanks!

    Henna

  • Community Member Profile Picture
    Community Member on at

    Okay that does help. So my next question is how would you find out which entry points are relevant to which part of the system? Is there any set way to do this?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    Hi Henna786,

    you can always right click any entry point(menu item) and choose add-ins >> security Tool >> view related security roles

    This can show you list of all role, duties and privileges that have access to that p[articular menu item.

    If you can get your hands on Security development tool, you can see all of this quite easily.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Henna786.

    There's no way to perform a query like you're suggesting. But you're be able to find out which privilegie, duty and even roles related for a entry point.

    Do right-click on any part of a form that you want to find out its correspondent menu item. Then select personalize. Change to information tab. Click edit button by side menu item field. It Will open a Window in AOT showing only the menu item. Do right click on menu item > Add-ins > security tools > view related security roles.

    The tool 'security development tool' gives you the possibility to record step by step that you run trough the system and it lists all entry points related for the forms and controls that you've runned.

    Hope this help.

    Richardson.

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