User relations (form)
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.
Important
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.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
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. |
Fields
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).