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Microsoft Dynamics AX (Archived)

Enterprise Portal - Security

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Posted on by 660

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?

*This post is locked for comments

  • binitshah Profile Picture
    binitshah 660 on at
    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?

  • binitshah Profile Picture
    binitshah 660 on at
    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.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    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?

  • binitshah Profile Picture
    binitshah 660 on at
    RE: Enterprise Portal - Security

    Hi Andre,

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

    Privilege.png

    Privilege.png

    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

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    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.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    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

  • binitshah Profile Picture
    binitshah 660 on at
    RE: Enterprise Portal - Security

    Hi Ludwig,

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    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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