Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Setting Main/Primary R...
Microsoft Dynamics AX (Archived)

Setting Main/Primary Roles at Security Development Tools

(0) ShareShare
ReportReport
Posted on by benjamin84 2,067

Dear All,

I have another question about security development tools,

my user has 2 roles, she manager for purchasing and planning department.

at roles ppic she view access only at po, at purchasing roles she full access at po.

how to set the primary/main roles at AX, i'm plan to set purchasing as primary, so she has full access at PO,

if roles ppic setted as primary/main roles, it will make her access class as view only right ?

it is doable to do setting like that.

thank you

*This post is locked for comments

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    Hi Mahmoud,

    clear now, sorry I fast read for the previous post.

    thank you very much.

  • Verified answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    Hi benjamin84

    no sequence, but the high-level access will override the low-level access.

    if you assign multiple roles for one user with the same menu item, AX will  assign the highest level for this menu item

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    HI Mahmoud,

    yes, do in AX there are setting for assigned which roles that will be look up at first by system.

    I want to make sure, if there are sequence order/number when we assigned roles to user,

    thank you

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    what do you mean by " I need to setting which roles is the primary"?

    if you give user Two roles  (role1 view only and role 2 full access ), the user will be full access until you make override permission for role 2 to view only

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    Hi Mahmoud,

    sorry to explain again.

    I mean, I had created two roles, roles Purchasing manager has full access at PO

    roles planning manager has view access at PO.

    my user is assigned to two roles, purchasing manager and planning manager.

    will it collide ? do I need to setting which roles is the primary, so my user still has full access at PO, not limited by roles planning manager.

    this is what I mean,

    it is clear ?

    thank you

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    HI Mahmoud,

    let me try this first.

    thank you

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    just select your roles and click override permission. set purchtable to delete

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    Hi Crispin,

    sorry if I don't explain well.

    I mean,

    I create two roles :

    for planning I will set view/read at Purchase Order.

    for purchasing I will set create and delete at purchase order

    these two roles will be assigned to one user.

    so one user will have 2 roles. ( because she manage 2 departments )

    how to make sure there are no conflict for this authorization,

    I want my user able to read and delete at purchase order.

    I want ax read roles purchasing as priority roles.

    so my user will have full access at po, not limited by roles planning that only able to view only.

    thank you

  • benjamin84 Profile Picture
    benjamin84 2,067 on at
    RE: Setting Main/Primary Roles at Security Development Tools

    Hi Crispin,

    thank you for the valuable information.

    let me check this first, and back later again.

    thank you

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans