Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Assigning menu items to roles

Posted on by Microsoft Employee

It's possible to assign custom menu items to roles?

I mean, for instance i want grant access to myRole to certain menu items inside modules and to anotherRole grant access to another menu items inside the same module.

I have tried many things:

1. Creating cycles, duties and then privileges by going to system admin > security privileges > add > rich client , and assign them to roles. But when I'm adding the permissions I can't select all childs for an entry point so this becomes very difficult to perform.

2. By going to AOT, searching in menu items > displays and assigning them to privileges but this don't add all outputs and actions (I can visualize the display entry point but when i open it I can't see all buttons).

I have read about Security Development Tools but I don't have tried it.

Regards

*This post is locked for comments

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Assigning menu items to roles

    Hi Juan,

    You can open the development workspace. There is a button to import xpo files. Or use the short cut CRTL+SHIFT+I. You can then import the objects. As far as I have seen this utility it will create a view and maintain privilege per menu item, regardless the menu item type. For reports it is not needed, then only one privilege with naming pattern 'generate' is usually created.

    Nevertheless... it is a nice feature to further extend yourself if required.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning menu items to roles

    One more question, I've downloaded 'Security Privilege generator'. It's an .xpo file, how can I add it?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Assigning menu items to roles

    The SDT is a set of objects initially installed without overlayering standard objects. Some parts of this tool will create additional coding in existing methods or will create menu items in the menus.

    When you use the tool it will interact with the security elements in the AOT, just like the Security roles administration form or changing the objects in the AOT manually.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning menu items to roles

    From what i've seen the SDT is my better option . I want try it but I'm afraid if maybe it can Affect my test environment ?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Assigning menu items to roles

    The security development tool is able record the menu items by opening them in the client and you can then add them to a new or existing privilege.

    Have a look at my blog with some tips related to this tool.

    kaya-consulting.com/.../security-development-tool

    Also Dick Wenning created a codeplex project where privileges can be created per menu item. privilegegenerator.codeplex.com

    In this scenario I think the SDT would help you more.

  • Guy Terry Profile Picture
    Guy Terry 28,621 Super User 2024 Season 2 on at
    RE: Assigning menu items to roles

    You need to add each menu item. It doesn't matter if it is display, output, or action menu item type, you need to add them to the privilege.

    There is no way, that I've seen, to add all the menu items on a form to a privilege, just by adding the menu item for that form.

    (Note - I have also not tried in the security tool that can be installed)

  • Suggested answer
    Bashir Ahmad Profile Picture
    Bashir Ahmad 5,248 on at
    RE: Assigning menu items to roles

    it may help to resolve the issue

    community.dynamics.com/.../87468

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning menu items to roles

    How I can add all menu items corresponding to a module to a duty?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning menu items to roles

    Create one Duty for each module witch will contain the specific menuItens and drag it to the role you want.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans