Organizations for the automatic role assignment rule (form) or Organizations for the user (form)

  • Article

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 > Setup > Security > Assign users to roles. Select an automatic assignment rule or a user, and then click Assign organizations.

Use this form to grant access to organizations as part of a rule for automatic role assignment. You can also use this form to manually grant access to specific organizations that are in the organization hierarchy for an individual user that is in a selected role.

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

Buttons

Button

Description

Grant with children

Grant access to the selected organization and all organizations that are underneath it in the hierarchy. Select this option if you want user access to automatically change when an organization is added to or removed from the selected hierarchy. For example, when an organization is added to the selected hierarchy, users automatically gain access to the new organization.

Grant

Grant access to the selected organization only.

Revoke

Revoke access to the selected organization or hierarchy. If you revoke access for an automatic role assignment rule, the access for existing users is revoked the next time that the rule is run.

Fields

Field

Description

Select the organizations for this automatic role assignment rule

–or–

Select the organizations for this user and role

Select one of the following options:

  • Grant access to all organizations – Grant access to all organizations that are in Microsoft Dynamics AX. If you select this option, no other selections can be made in this form.

  • Grant access to specific organizations individually – Grant access to selected organizations. If you select this option, you must select the organizations that you want to grant access to.

Select organization hierarchy

Select the organization hierarchy that contains the organizations to grant access to. Hierarchies that have a purpose of Security are displayed in the list. Select (All legal entities) to select from a list of legal entities instead of using a hierarchy.

Available organization nodes:

Select an organization node in the list of organizations that are in the selected hierarchy. After you select an organization node, click Grant or Grant with children.

Organization type

The type of organization: Legal entity or Operating unit.

Operating unit types

The type of operating unit, such as department or cost center, if the organization is an operating unit. If the organization is a legal entity, this field displays None.

Organization name

The name of the organization.

Organization ID

A unique identifier for the organization.

Hierarchy

The hierarchy that is used to grant access, if you clicked Grant with children. If you clicked Grant, this field is blank, because access is granted only to the selected organization, regardless of the hierarchy.

See also

Assign users to security roles

About organizations and organizational hierarchies

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