Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

AX security privileges and duties

(1) ShareShare
ReportReport
Posted on by 2,055

I am working AX 2012 security privileges and duties. To give duties of Account Payable I have create a cycle -> privilege -> duty.  In duty section I have open the Rich Client and clicking each node because I have give full rights to some user. Is it a good way? to give rights of any module in dynamic AX.

Or please suggest me some better way how I can give full module rights to any user as I am thinking the current way I am following is a complicated way.

*This post is locked for comments

  • Vilmos Kintera Profile Picture
    46,149 on at
    RE: AX security privileges and duties

    The answer has already been provided in your other topic, you can read all about security in the whitepapers that were linked:

    community.dynamics.com/.../238913

  • parimal Profile Picture
    110 on at
    RE: AX security privileges and duties

    can you tell me, how to make changes in privilege,duties and roles and if you have any blog information.kindly share that.

    and where to check once it is done.

  • Suggested answer
    PHAW Profile Picture
    460 on at
    RE: AX security privileges and duties

    Hi,

    I've written a blog about using the security tool if you want have a look at that and see if that helps.

    patrickhawker.wordpress.com/.../security-part-3-security-development-tool-recording

    Regards

  • Verified answer
    André Arnaud de Calavon Profile Picture
    294,781 Super User 2025 Season 1 on at
    RE: AX security privileges and duties

    Hi Nadeem,

    In this case you can use the Security Development Tool to get insights which privileges and/or duties are used for the menu entries.

    You can also search the form or menu-item in the AOT. Then right click, Add-ins, Security tools, View related security roles. This will give you a list of the roles, duties and privileges with the corresponding access level. Note that when you have searched for a report, the standard duty and privilege can  give access to more objects.

  • Nadeem Bhatti Profile Picture
    2,055 on at
    RE: AX security privileges and duties

    Thanks again Calavon,

    Hope our this effort will help lot of others. Ok I got in this way I assign full rights to a role. One more question here how I will come to know which duty is related to which module like "Account payable". Mover over how I will identify the duties for Journal and report. Because I have to assign Journal and reports right to the user.

    I try to soft it out but I do not find it by any naming convention that I can find the duties for "Account Payable" or "Account Receivable" etc.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    294,781 Super User 2025 Season 1 on at
    RE: AX security privileges and duties

    Hi Nadeem,

    Please follow these steps...

    Note that this is an easy, quick way, but it will include all duties. To have all funcitonality available you can remove the 'Inquire into' Duties. Maybe clean up some more duties.  Loading security might be slower when all duties are included. But you can try it first without the clean up.

    First open two AOT windows. Left is my new Role and the Duties are still empty. In the right window the first Duty is selected.

    5556.2014_2D00_03_2D00_27_5F00_08_2D00_24_2D00_45.png

    Use the scrollbar to scroll down, in this step do not click any node until you found the last Duty. Then hold the Shift button and select the last Duty.

    5518.2014_2D00_03_2D00_27_5F00_08_2D00_25_2D00_39.png

    Now drag and drop all dutiies into the Duties section of the new role.

    Save the Role and you have completed the role with access to all functionality.

     

  • Suggested answer
    Kumar Gaurav @ MS Profile Picture
    on at
    RE: AX security privileges and duties

    Any privilege in ideal case scenario should flow to role through task, that way it will be modular, reusable and prism.

  • Nadeem Bhatti Profile Picture
    2,055 on at
    RE: AX security privileges and duties

    Thanks Calavon

    Can you please explain it little more detail, as I do not understand what I have to do correctly. However I am trying If I can get luck.

  • Suggested answer
    PHAW Profile Picture
    460 on at
    RE: AX security privileges and duties

    Hi,

    I would suggest you take a look at the Security development tool to assist in this process. I've found a blog that you can have a look at below:

    amllpdynamics.blogspot.co.uk/.../using-the-security-development-tool-in-microsoft-ax-2012.html

    (you do need to install this tool however)

    technet.microsoft.com/.../hh859727.aspx

    I plan on writing my own blog on the subject soon but till then I do have other bit of info that you might be interested in:

    patrickhawker.wordpress.com/.../security-part-1

    Regards

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    294,781 Super User 2025 Season 1 on at
    RE: AX security privileges and duties

    Hi Nadeem,

    If you want to create a role to grant all menu items, you can actually open the AOT. Open two forms with the AOT tree. Search for the role you newly created in one of the tree forms. The other form, search for the duties. Select them all and drag and drop the duties on the Duties section of the Security role.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics AX (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 100 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 48

#3
shanawaz davood basha Profile Picture

shanawaz davood basha 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans