Set up Enterprise Portal profiles and users [AX 2012]

Updated: August 7, 2012

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

If you have set up Enterprise Portal for Microsoft Dynamics AX, you must set up user profiles for the employees who access Enterprise Portal. These profiles define each user's role and specify the store information that the user has access to.

Use the following procedures to set up Enterprise Portal profiles and users. You can also view the Role Center for each profile.

Note Note

You must set up a Microsoft Dynamics AX user account for each employee who requires access to Enterprise Portal. For information about how to set up user profiles, see Microsoft Dynamics AX Help.

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

  2. Click Import, and then click Import from AOT.

  3. Select the check boxes for the profiles to import, and then click OK.

    There are four retail user profiles:

    • Retail Merchandising Manager

    • Retail Operations Manager

    • Retail Store Inventory Clerk

    • Retail Store Manager

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

  2. Select a retail user profile.

  3. Click Add user, and then, under Select user, select a user.

  4. Under Select company, click All companies (Profile: %1). Alternatively, click Select companies, and then select the check boxes for the companies that you want.

  5. Repeat steps 2 through 4 for the other retail user profiles.

By assigning a store to a user, you allow the user to access information for that store in Enterprise Portal.

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

  2. Select a retail user profile, and then click the Users tab.

  3. Select a user, and then click Assign stores.

  4. Press CTRL+N to add a store to the list. Then, in the Local store number field, select a store.

  5. If the store is the employee's primary store, select the Primary store check box.

  6. Repeat step 4 for any other stores that this user requires access to.

  7. Repeat steps 2 through 6 for the other users who are assigned to the retail user profiles.

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

  2. Select a retail user profile.

  3. Click View role center.


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

Community Additions

ADD
Show: