User Menus and Security

Finance and Operations/AX Technical Forum
1

Hi

We recently implemented AX and am looking at configuring user security.

Our organization is fairly small with only 80 odd users whose roles overlap so for example our accounts/finance team all need access to accounts payable/receivable/ general ledger and cash management. In this scenario I would think I would need to create a new role call Finance - yes? and then select the privileges for these users?

Is there however a better solution? could I for example deny them somehow access to setup under each module and give them access to everything else under accounts payable/receivable/ GL and cash management?

Ideally I would have a system similar to our outgoing ERP solution which allowed you to restrict access to menus - I see from AX everyone has one menu called MainMenu - could I design a new menu and not have setup on there and give that menu to only a select few that need it?

Thanks for any help you can give!

Best Regards

Sagar

2

You can create a new role. You can customize existing roles. You can also assign several roles to a single user.

Security is not configured for menus, therefore whether you create a new menu or not irrelevant. But you can set permissions for individual menu items - they’re grouped to privileges, duties and roles to make the setup easier.

3

Thanks for the reply!

It might be me but to me it would be easier if the permissions were assigned on the menu item…

I take it there is no where within AXI can change the name of the menu a user sees? right now everyone gets MainMenu - I cannot change this so UserA gets MainMenu1 (if i set up MainMenu1) and UserB gets MainMenu2 etc. etc?

Thanks

4

Your requirement seems to suggest that you don’t understand how menus and/or security work.

The main menu contains references to all other menus - having more than one wouldn’t make sense.

But when configuring security, you can limit access to menu items (together with configuring table and field access, record-level security, web services and so on). If you don’t grant users access to a menu item, it will disappear from all menus. If a user doesn’t have access to any menu item in a given menu (such as Project management), the whole menu disappears. Therefore two users can see completely different content of the main menu, without requiring you to manually maintain the menus. It happens automatically based on permissions your grant to users.

Again: you manage permissions of menu items; menus are nothing more than containers of menu items.

5

Thanks! I have had a read up overnight - Im learning[:D]

Thanks for your help Martin greatly appreciated!!