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Cannot view All customers for non-System Administrator role

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Posted on by M P

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we are using customized security roles based on Internal Audit requirement. We just noticed that "Not All" customers were available on AR > Common > Customers > All customers.

Is there a specific Security Role/Privilege/Duties that I need to include so they may able to view these accounts?

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Ludwig Reinhard Microsoft Employee on at

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Hi M P,

If I get you right then you can see some but not all of your customers.

Is that right?

Can this be because of some additional security setup? Address book, XDS, etc.?

Best regards,

Ludwig

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nmaenpaa 101,160 Moderator on at

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How did you determine that the administrator can't see all customers? Is the administrator missing some customers that some other user can see in the same AX company?

If this is the case, then it's indeed possible that XDS is causing it.

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M P 285 on at

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yes i am suspecting security setup. Wonder if there are specific Security Role/Privilege/Duties that I need to add on the user? Any suggestions?

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M P 285 on at

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Sorry if I misunderstood you Nikolaos, If I use System Administrator Role to a user, they can search the customer, but, if I remove the Role, they cannot search the same customer.

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nmaenpaa 101,160 Moderator on at

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Ah, ok, so admin can see all customers but some users can't.

Check your XDS setup, most likely it explains it: docs.microsoft.com/.../extensible-data-security-policies

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udaY-ch 5,133 on at

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hi

As you say, non administrator user has access to certain (less) customers. Are those customers having any similarities, something like same customer group ? May be extensible data security framework might be applied which could show certain customers to non administrator role.

Uday

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M P 285 on at

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so its not a simple Security Role?

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M P 285 on at

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Hi Uday,

We didnt configure any restrictions on the data level, only to Form access via security entry point permission (Forms).

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nmaenpaa 101,160 Moderator on at

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If the user is seeing only part of the data, there must be some "data level" configuration. Otherwise the user would see all customers.

Anyway, perhaps you can test with the standard "Accounts Receivable Clerk" role if that role can see all customers. If yes, then you need to compare your custom role to that standard role.

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M P 285 on at

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Tried other roles and it seems only the default System Administrator role can access the All Customer records. Any other suggestions that I need to check?

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