Manage user groups [AX 2012]

Updated: September 4, 2012

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

To use some features and functionality in Microsoft Dynamics AX, you may have to create user groups. For example, if users who are outside the organization hierarchy for budget planning must work with budget plans, you can assign budget plans to user groups. You can also set up restrictions for journal posting that are based on user groups.

The following procedure describes how to create a user group and add users to it.

  1. Click System administration > Common > Users > User groups.

  2. On the Groups tab, press CTRL+N to create a new group.

  3. In the Group column, enter a short name for the group. A short name is required. For example, enter Budget A for a budgeting group or Journals 1 for a journal posting group.

  4. In the User group name column, enter a long name for the group. A long name is required. For example, enter Budgeting group A or Journal posting group 1.

    To avoid confusion, we recommend that you make the names of user groups as descriptive as you can.

  5. Click the Users tab.

  6. In the Remaining users list, select users. Then click the left arrow button (<) to move the selected users to the Selected users list. All users that you move to the Selected users list are added to the group.

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