web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Why use Organizational...
Microsoft Dynamics AX (Archived)

Why use Organizational Hierarchies for Security? How does it flow through the Org. Hierarchy?

(0) ShareShare
ReportReport
Posted on by Kartik Kurup 435

I am trying to find a reason on why we should use Organizational Hierarchy when it comes to Security. How is it helpful? Given that now we can assign different roles to users in different companies through the 'Assign Organization' feature, the org hierarchy seems redundant for Security.

 

For example:

TestUser can be assigned an Accountant role in Company ABC. But we can also add another role (say Buyer) in DEF company.

This shows that company ABC and DEF don't really have to be 'under an umbrella' since Security allows individual company assignment.

Is there anything that I am missing or not seeing clearly from this concept?

Any help or insight will be much appreciated.

Thanks.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    John Aliss Profile Picture
    John Aliss 120 on at

    If you are managing security across a large number of organisations you can save some time by having pre-configured groups of organisations e.g. Security - Contoso Europe and Security - Contoso USA.  It will be quicker to assign permissions to all the organisations in a hierarchy by selecting the Security hierarchy and then selecting the "Grant with children" button, as opposed to selecting one by one.  It may also reduce the chance of making a mistake when assigning a user to multiple organisations one by one.

  • Community Member Profile Picture
    Community Member on at

    Is it just a alternative to give access to different clients to a user or we can use it further?

    My Org hierarchy with purpose Security has a structure detailing LE-BU-DEPT-CC, so can the data be filtered (like record level security) using it?

    I tried it but I found was the user gets access to only the legal entities mentioned in the Org hierarchy but the other levels of the same hierarchy are not then only ones he can access, I mean all BU's, Dep's CC's are visible to him whereas I expected to see only the BU, Dep, CC which is there in the Org Hierarchy.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans