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Security role reference [AX 2012]

Updated: February 1, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Security role reference contains topics that describe the security roles that are available by default in Microsoft Dynamics AX 2012.

All users must be assigned to at least one security role to access Microsoft Dynamics AX. The security roles that are assigned to a user determine the duties, or actions, that the user can perform and the parts of the user interface that the user can view. For more information about the security model in Microsoft Dynamics AX 2012, see Role-based security in Microsoft Dynamics AX and Security architecture of the Microsoft Dynamics AX application. For information about how to create a custom security role, see Create or modify a security role.

Security roles help determine your licensing requirements for Microsoft Dynamics AX 2012. In addition, be aware that modifying security roles may change your licensing requirements. For more information about how licensing relates to security, see the Security roles and licensing white paper for Microsoft Dynamics AX 2012.

The following topics describe the security roles:

Accountant security role (LedgerAccountant)

Accounting manager security role (LedgerAccountingManager)

Accounting supervisor security role (LedgerAccountingSupervisor)

Accounts payable centralized payments clerk security role (PaymAccountsPayableCentralPaymClerk)

Accounts payable clerk security role (VendInvoiceAccountsPayableClerk)

Accounts payable manager security role (VendInvoiceAccountsPayableManager)

Accounts payable payments clerk security role (PaymAccountsPayablePaymentsClerk)

Accounts receivable centralized payments clerk security role (PaymAccountsReceivableCentralPaymClerk)

Accounts receivable clerk security role (CustInvoiceAccountsReceivableClerk)

Accounts receivable manager security role (CustInvoiceAccountsReceivableManager)

Accounts receivable payments clerk security role (PaymAccountsReceivablePaymentsClerk)

Applicant anonymous security role (AnonymousApplicant)

Budget clerk security role (BudgetBudgetClerk)

Budget manager security role (BudgetBudgetManager)

Business Connector security role (SysBusinessConnectorRole)

Buying agent security role (TradeBuyingAgent)

Chief executive officer security role (CompanyChiefExecutiveOfficer)

Chief financial officer security role (CompanyChiefFinancialOfficer)

Collections agent security role (CollectionLetterCollectionsAgent)

Collections manager security role (CollectionLetterCollectionsManager)

Compensation and benefits manager security role (HcmCompensationAndBenefitsManager)

Compliance manager security role (ComplianceMgmtComplianceManager)

Connector administrator security role

Contractor security role (HcmContractor)

Cost accountant security role (InventCostAccountant)

Cost clerk security role (InventCostCostClerk)

Customer security role (TradeCustomer)

Customer anonymous security role (AnonymousCustomer)

Customer self-service administrator security role (TradeCustomerAdmin)

Customer service manager security role (TradeCustomerServiceManager)

Customer service representative security role (TradeCustomerServiceRepresentative)

Data import/export framework administrator security role

Dispatcher security role (SMADispatcher)

Employee security role (HCMEmployee)

Environmental clerk security role (EMSEnvironmentalClerk)

Environmental manager security role (EMSEnvironmentalManager)

Field service technician security role (SMAFieldServiceTechnician)

Financial controller security role (LedgerFinancialController)

Guest security role (Guest)

Human resource assistant security role (HcmHumanResourceAssistant)

Human resource manager security role (HcmHumanResourceManager)

Information technology manager security role (SysServerITManager)

Machine operator security role (JmgMachineOperator)

Manager security role (HcmManager)

Marketing coordinator security role (CRMMarketingCoordinator)

Marketing manager security role (CRMMarketingManager)

Master data management security role

Materials manager security role (InventMaterialsManager)

Payroll administrator security role (HcmPayrollAdministrator)

Payroll manager security role (HcmPayrollManager)

Process engineer security role (RouteProcessEngineer)

Process engineering manager security role (RouteProcessEngineeringManager)

Product design manager security role (BOMProductDesignManager)

Product designer security role (BOMProductDesigner)

Production manager security role (ProdProductionManager)

Production planner security role (ReqProductionPlanner)

Production supervisor security role (ProdProductionSupervisor)

Project accountant security role (ProjProjectAccountant)

Project assistant security role (ProjProjectClerk)

Project manager security role (ProjProjectManager)

Project manager - Public Sector security role (ProjProjectManager_PSN)

Project supervisor security role (ProjProjectSupervisor)

Project timesheet user security role (ProjTimesheetUser)

Purchasing agent security role (VendPurchasingAgent)

Purchasing agent - Public Sector security role (VendPurchasingAgent_PSN)

Purchasing manager security role (TradePurchasingManager)

Quality control clerk security role (InventQualityControlClerk)

Quality control manager security role (InventQualityControlManager)

Receiving clerk security role (InventReceivingClerk)

Recruiter security role (HcmRecruiter)

Retail catalog manager security role (RetailCatalogManager)

Retail merchandising manager security role (RetailMerchandisingManager)

Retail operations manager security role (RetailOperationsManager)

Retail store manager security role (RetailStoreManager)

Retail warehouse clerk security role (RetailWarehouseClerk)

Retail warehouse manager security role (RetailWarehouseManager)

Sales clerk security role (TradeSalesClerk)

Sales manager security role (TradeSalesManager)

Sales representative security role (TradeSalesRepresentative)

Search crawler security role (SysSearchCrawler)

Security administrator security role (SysSecSecurityAdministrator)

Service delivery manager security role (SMAServiceDeliveryManager)

Shipping clerk security role (InventShippingClerk)

Shop supervisor security role (JmgShopSupervisor)

System administrator security role (-SYSADMIN-)

System user security role (SystemUser)

Tax accountant security role

Time registration worker security role (JmgAdvTimeWorker)

Training manager security role (HcmTrainingManager)

Treasurer security role (PaymTreasurer)

Vendor security role (VendVendor)

Vendor account manager security role (VendVendorAccountManager)

Vendor anonymous security role (VendVendorAnonymous)

Vendor portal administrator security role (VendVendorPortalAdministrator)

Vendor prospect security role (VendVendorProspect)

Warehouse manager security role (WMSWarehouseManager)

Warehouse worker security role (WMSWarehouseWorker)

Waterspider security role (LeanWaterspider)


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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