Enterprise Portal - Security

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Posted on by binitshah

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Dear Friends,

We are implementing expense management for one of our customer and the customer wants that only the expense report form should be visible to employees on the enterprise portal.

How can I do that?

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Ludwig Reinhard Microsoft Employee on at

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RE: Enterprise Portal - Security

Hi Binit Shah,

Can't this be achieved by removing the expense report menu items from the AX client?

Before trying to do that think about how expense reports are approved, posted and paid in order to make sure that you do not need access to this form through the AX client.

Best regards,

Ludwig

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binitshah 660 on at

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RE: Enterprise Portal - Security

Hi Ludwig,

The expense reports will be approved in AX so how do i remove the menu item?

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Ludwig Reinhard Microsoft Employee on at

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RE: Enterprise Portal - Security

Hi Binit Shah,

The menu item can simply be removed from the AOT - Menus - Travel and Expense node. Yet, please test this carefully in a demo environment to ensure that this is what you want.

Best regards,

Ludwig

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André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at

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RE: Enterprise Portal - Security

Hi Binit,

You can use security roles for this purpose. With help of the Security development tool you can record entry points and then set access levels for (new) privileges.

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binitshah 660 on at

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RE: Enterprise Portal - Security

Hi Andre,

I have created a new privilege and have added some web menu items url + Action and also

Attached is the privilege that I have created.

I am getting the following error when I try to open the expense report form on the enterprise portal. Kindly help on what I have missed.

Thanking you in advance

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André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at

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RE: Enterprise Portal - Security

Hi Binit,

I think you forgot to include the privilege details. Can you post the image or tell about the contents? Which exact menu item are you trying to start?

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binitshah 660 on at

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RE: Enterprise Portal - Security

Hi Andre,

I am trying to open the Expense Reports form on Enterprise portal where I can see all the expense reports submitted by me.

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binitshah 660 on at

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RE: Enterprise Portal - Security

Hi Friends,

I have finally managed to create a new security role through which only Expense reports can be created, however now I am finding another issue that since there might be other users who have a standard security role like accounts manager which results in more access than necessary on the enterprise portal. How can I remove these accesses from the standard role?

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