Case category type security (form)

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

Click Organization administration > Setup > Cases > Case category type security.

Use this form to assign security roles to case category types. These assignments ensure that only specific user roles can access specified cases and the case information that is related to them.

For example, you might grant access to only the Human resource assistant and the Human resource manager security roles for cases that have a category type of Human resources.

Task that uses this form

Assign security roles to case category types

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

Filter

Filter

Description

Case category

Select the case category type to assign or remove access to.

Fields

Field

Description

Available roles

Select the security roles to assign to the selected case category type, and add them to the Selected roles list.

Selected roles

View or remove the security roles that have access to the selected case category type.

See also

Case management

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