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Creating Security roles and assign for user by using code

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Posted on by Ram Kumar

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Hi,

I need to create a security role and i have to assign the role for a user . I have to achieve this by x++ code.

I am new to AX .

Thanks in advance,

Ram.

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André Arnaud de Cal... 304,182 Super User 2026 Season 1 on at

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Hi Ram,

Can you elaborate? What is the full the business requirement? What should be the role contents? Where does that information come from? How to know to assign to which user? Do you need to solve both using x++?

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Ram Kumar 456 on at

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Hi Andre,

I need a simple code to create a new role and their duties and privileges and to assign that role to a user. The role name will be anything ,for example : "Project Manager", and the duties and privileges will be some standard duties and privileges like "Approve project timesheets", "Approve project transactions"... and i have to assign this Project Manager role to some user.....that's enough.

Thanks in advance,

Ram.

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Ludwig Reinhard Microsoft Employee on at

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Good Morning Ram,

I would recommend that you have a look at the gentlemen's blog who replied you first before doing some coding ;-)

dynamicspedia.com/

Andre published a couple of great posts about automatic role assignment.

Best regards,

Ludwig

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Mansour Yahya Mohamad Microsoft Employee on at

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You may start from the below suggestion:

public static server void createNewRole(Args _args)

{

#AOT

TreeNode treeNode;

TreeNode roleTreeNode;

TreeNode privilegeTreeNode;

TreeNode subPrivilegeTreeNode;

str roleName;

str privilegeName;

;

roleName = "TestRole";

privilegeName = "InventItemGroupView";

treeNode = TreeNode::findNode(#SecRolesPath + '\\' + roleName);

if(!treeNode)

{

treeNode = TreeNode::findNode(#SecRolesPath);

if (treeNode != null)

{

roleTreeNode = treeNode.AOTadd(roleName);

if(roleTreeNode != null)

{

privilegeTreeNode = roleTreeNode.AOTfindChild('Privileges');

subPrivilegeTreeNode = privilegeTreeNode.AOTfindChild(privilegeName);

if(subPrivilegeTreeNode == null)

{

subPrivilegeTreeNode = privilegeTreeNode.AOTAdd(privilegeName);

subPrivilegeTreeNode.AOTcompile();

subPrivilegeTreeNode.AOTsave();

}

roleTreeNode.AOTcompile();

roleTreeNode.AOTsave();

}

}

}

}

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André Arnaud de Cal... 304,182 Super User 2026 Season 1 on at

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Hi Ram,

You got a code example, but I'm not able to understand the business case here. What is the source requirement for a new role? Who decides to have a new one or maybe change an existing? What is the exact process? I'm asking this as in the current version there is a split between development and the client. In your current AX2012 environment you can actually do thing with direct x++, but not in Dynamics 365 anymore. You also have to be prepared for the future. If you create something now, how to guarantee it will also work in a future version?

In addition, you also have to take care of several regulations. Who is managing the process? What will happen if you get an EDP audit? Would your solution be prepared to answer questions like: "Does it support a change request process?

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