User request details (form) [AX 2012]

Updated: May 19, 2011

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

Open this form in one of the following ways, depending on how you intend to use it.

To open this form to create a user request

Click Human resources > Common > Workers > Worker user requests. On the Worker user requests list page, on the Action Pane, in the New group, click Worker user request.

–or–

Click Procurement and sourcing > Common > Vendor requests > Vendor user requests. On the Vendor user requests list page, select a vendor or prospective vendor user request. Then, on the Action Pane, in the New group, click Edit.

To open this form to approve a user request, provision a user, or inactivate a user

Click Human resources > Common > Workers > Worker user requests. On the Worker user requests list page, select a worker user request. Then, on the Action Pane, in the Maintain group, click Worker user request.

–or–

Click Procurement and sourcing > Common > Vendor requests > Vendor user requests. On the Vendor user requests list page, select a vendor or prospective vendor user request. Then, on the Action Pane, in the Maintain group, click Edit.

Use this form to create, modify, or approve requests to add users to Enterprise Portal for Microsoft Dynamics AX. In some cases, you use the form to grant or revoke user access to web portals in Enterprise Portal. User requests can be submitted for vendors, prospective vendors, and workers. The access and user permissions in Microsoft Dynamics AX differ for each user and role.

  • For prospective vendors, you use the form to grant or revoke a contact’s access to the Vendor registration page in Enterprise Portal.

  • For vendors, you use the form to grant or revoke a vendor contact’s access to the Vendor portal in Enterprise Portal.

  • For workers, you use the form to grant or revoke the worker’s access to the Employee services portal in Enterprise Portal.

Fabrikam does business with a vendor, Contoso. Contoso manages their company address information, bank information, and vendor contacts in the Vendor portal in Enterprise Portal. Arnie, the vendor administrator for Contoso, is responsible for requesting access to Fabrikam’s Vendor portal for Contoso users. Kevin is a new employee at Contoso who needs access to the portal. Arnie submits a New user request to Fabrikam to request that Kevin be granted access. A purchasing agent at Fabrikam reviews and approves Arnie’s request.

After the request is approved, one of three things can occur, depending on how your system is configured:

  • The system administrator can create a new user from the user request, and then set up the user manually in Microsoft Dynamics AX.

  • The provisioning process, which automates the setup of a user in Microsoft Dynamics AX, can be manually initiated from the user request.

  • The provisioning process, which automates the setup of a user in Microsoft Dynamics AX, can be automatically initiated by a step in the workflow process.

In this case, the user request workflow is set to automatically provision users after the vendor request is approved. After the provisioning process is complete, Kevin is sent a welcome message that contains his user alias and logon information.

For more information about provisioning vendor users, see Key tasks: Set up vendor user provisioning and About provisioning vendor users.

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

Button

Description

Provision user

Initiate a process that creates and configures a user in Microsoft Dynamics AX. The user provisioning process is completed automatically and includes the following steps:

  • Create the user account.

  • Configure the user relations for the user. This includes external relations for third parties who access Microsoft Dynamics AX.

  • Assign the user roles.

  • Create a forms-based authenticated user that is related to the Microsoft Dynamics AX user. Forms-based authentication is an authentication method that is supported in Microsoft Dynamics AX. For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.

NoteNote

This button is available only when the workflow status for the user request is Pending completion.

New user

Create a new Microsoft Dynamics AX user account. The account uses the user alias that is defined in the request. Additional steps such as configuring user relations and assigning user roles are performed manually.

NoteNote

This button is available only when the workflow status for the user request is Pending completion.

Inactivate user

Initiate a process that inactivates the user access for the Microsoft Dynamics AX user account that is specified in the request. If the request is for a vendor user, the vendor user will no longer have access to the Vendor portal. If the request is for a prospective vendor, the prospective vendor will no longer have access to the Vendor registration page in Enterprise Portal. If the request is for a worker, the worker will no longer have access to the Employee services portal.

NoteNote

This button is available only when the workflow status for the user request is Pending completion.

Field

Description

Request action

View or select the type of user request. The following options are available:

  • Add user – Add a new user. You specify the user’s role in a separate field.

  • Inactivate existing user – Inactivate an existing user. After the request is approved, the user will no longer have access to the web portal.

Request type

View or select the type of user who is requesting access to a web portal in Enterprise Portal. The following options are available:

  • Vendor – A request to grant or revoke a vendor contact’s access to the Vendor portal.

  • Prospective vendor – A request to grant or revoke a prospective vendor contact’s access to the Vendor registration page in Enterprise Portal.

  • Worker – A request to grant or revoke a worker’s access to the Employee services portal.

User role

View or select the security role to be assigned to the user during the provisioning process.

Security roles are set up in the Security roles form. For more information, see Security roles (form).

Authentication method

View or select the method that is used to authenticate a user’s credentials. The following options are available:

  • Active Directory –The user will connect to Microsoft Dynamics AX by using Active Directory Domain Services (AD DS). For this method, the user must be added as an AD DS user.

  • Forms based authentication –The user will connect to Microsoft Dynamics AX by using forms-based authentication.

  • Active Directory Federation Services – The user will connect to Microsoft Dynamics AX by using Active Directory Federation Services.

  • Windows Live – The user will connect to Microsoft Dynamics AX by using Windows Live ID authentication.

For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.


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

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