Microsoft Dynamics AX (Archived)

Security role/privilege settings per menu

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Posted on by Community Member Microsoft Employee

Dear sirs,

Regarding the titled matter,

we want to prepare a security roles by assigning necessary menus' privileges to the roles in a simple manner.

Let's say... There is a security role created newly for Sales person.

Users assigned with the role can access..

All customers

All sales orders

All free text invoices

but, they cannot access..

Sales agreements

Payment journal

All purchase orders

Now, we are trying to achieve it by allocating necessary permissions from "Rich client" (Add permissions to privilege, View by: Main menu).

However, there are lots of issues in front of us.

For example,

All sales orders contains purchase orders related privileges and vice versa.

Also, it takes many and many hours to set it and test it and re-assign necessary privilege/remove unnecessary privilege and etc...

So, we wonder what would be the best practice for such a case, and would like to hear your suggestions.

Any ideas and suggestions will be highly appreciated.

Best regards,

Tak

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