User relations (form) [AX 2012]

Updated: November 18, 2010

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

Click System administration > Common > Users > User relations.

Use this form to specify a user's relationship to your organization. Users can be internal, such as employees, or external, such as vendors, customers, or prospects. After you specify user relations, a user's information (such as employee ID or customer account ID) is automatically displayed in fields when that user opens an Enterprise Portal page. For external relations, data is trimmed on the vendor self-service portal according to account access. For example, if a user has an external relation for vendor account 1003, the user only sees data for that account in the vendor self-service portal.

Users must be listed in the Users form before you can specify user relations for them.

ImportantImportant

User relations trim data according to a user's role and account designations, but they do not enforce security in Enterprise Portal. Enterprise Portal security is enforced through Microsoft Dynamics AX role-based security and SharePoint permissions. For more information, see Checklist: Configure Enterprise Portal security.

The following tables provide descriptions for the controls in this form.

Button

Description

Maintain versions

Specify effective or expiration dates for a selected record in the list. In this way, you can maintain user relationships when employees and contractors temporarily leave the business or organization.

Product builder user profile

Associate a user relation with a Product Builder user profile. For more information, see About user profiles.

Current records

Display additional controls.

Show all records

Clear a date restriction and view all user relations in this list.

Display current

View only those user relations that are currently active. Expired or future-dated user relations are not shown in the list. This button is displayed after you change the user relations display criteria in this form.

Add

Add a new external user to the list.

Remove

Remove the selected external user from the list.

Field

Description

Show records as of:

Enter a start date to display all records from that date to the present. This field is displayed after you click the Current records button.

Worker

The user relation is an internal employee.

Person

The person's name as it appears in the Global Address Book.

User ID

The user's Microsoft Dynamics AX user ID.

Name

The fully qualified user ID in the underlying authentication system.

Effective

The date the user relation started.

Expiration

Specify an end date for this user relation. The default value is Never. If you specify an end date, the user relation becomes void when that date is reached. However, the user might still have access to Microsoft Dynamics AX and Enterprise Portal. If the user relation is void, delete the user from the list of Microsoft Dynamics AX users and from any SharePoint groups.

Relation type

Select an option in the drop-down list. A relation can be a customer, vendor, prospect, or prospective vendor.

Party

Select the user's company or organization in the drop-down list.


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

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