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Microsoft Dynamics AX (Archived)

Security Roles - Override

Posted on by 1,337

Hi All

I want to hide price in the 'Manage Costs' section from some users having a security role of 'Sales Manager'. I have already tried override permission procedure for the table 'InventTableModule' for all the rolls assigned to this user including 'Sales Manager'. I can adjust the 'no access' security for the 'Price' Filed in many roles but not in the sales manager role, whenever I finish and click 'do not override' on the table level, everything goes back to the normal and no change happen in the security role and finally the users are still able to see this field

If someone can help

Regards

Yousaf

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Roles - Override

    About my previos statement, i have to make corrections:

    "I've found that for my experience you have to set the more HIGHER access at the top level (Table node in this case) and then override permission with RESTRICTED level for all the fields that the user can edit/view based on your internal security policy"

    Regards,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Roles - Override

    Hi Muhammad Yousaf,

    right click the table and select properties, in the window that will open under the 'Table' Property set the name of the table, in this case InventTableModule.

    After that set EffectiveAcces of the table (if the users shouldn't maintain the table set Read)

    After that right-click on the table and click 'New Field' . Same as before look at the properties of the new node and set the name of the field you want to override permission.

    I've found that for my experience you have to set the more restricted access at the top level (Table node in this case) and then override permission with higher level for all the fields that the user can edit/view based on your internal security policy

    Regards,

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,337 on at
    RE: Security Roles - Override

    Ok i can add a new table named new table, but how can i add add inventTableModule... or few fields from the InventTableModule like the CostPrice

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,337 on at
    RE: Security Roles - Override

    I found the security role it is called

    'TradeSalesManager'... and when i see in the tables, there are only 4 tables

    and now if i want to add 'InventTableModule', i tried the way you told me, it is not working, its not working at all, i can not add any table here in this node

    Regards

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: Security Roles - Override

    its possible if that has been renamed.

    you can browse it inside AOT with name as TradeSalesManager

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,337 on at
    RE: Security Roles - Override

    Hi Andre,

    today i tried to open security role of 'sales manager' in AOT under Security-> Roles ... but this security role of 'Sales Manager' is not listed.... is it very strange

    Regards

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Security Roles - Override

    Good luck. Please update once you have succes or if have additional questions.

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,337 on at
    RE: Security Roles - Override

    Dear Andre

    thank you for your quick reply

    I will try whatever you have mentioned in the AOT

    Regards

    Yousaf

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Security Roles - Override

    Hi Muhammad,

    With security administrator role you can open the development environment using CTRL+D.

    Then in the AOT browse for Security > Roles and find your role where you have overridden some changes or want to override.

    Then expand the node  Permissions > Tables. See if the InventTableModule table is present. If not, you can add a new table by right clicking on the Tables node. In the properties you need to set the access level for the table (e.g. delete). Then you can right click the table and add your field. Now on this field you can set access to NoAccess or ReadOnly. Then save the role (CTRL+S).

    Also check what application layer you are logged in. (e.g. CUS or USR). If you login in e.g. CUS layer and there is already a role adjustment in the USR layer, your changes using the Security override form might be not change the USR layer. I have not tried this before. That might also be the reason why your change seems to revert back.

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,337 on at
    RE: Security Roles - Override

    Hi Andre

    I did not try that from AOT, and I don't know how to see this in AOT, can you please explain more

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