(USA) Set up users for Sites Services

应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

All users in Microsoft Dynamics ERP 联机服务 have one or more roles with respect to their organization and the particular online service. Each user has access to specific services and actions as authorized by their roles. For example, someone with the Sites-Administrators role can set up and maintain Microsoft Dynamics ERP 的 Sites Services, while someone with the Sites-Users role can use Sites Services, but not administer it.

When you sign up for a new online service, you are automatically added to the organization and the online service. You are also assigned a service administrator role for that service, so you can add other users and maintain their roles.

Add a user and assign roles

  1. 单击 组织管理 >设置 >Sites Services >配置核对清单

  2. Click 设置用户 to open the User management page in Customer Portal.

  3. Click New.

  4. Specify the following information about the user:

    • First and last name.

    • Windows Live™ ID.

      备注

      If the user is a member of CustomerSource, PartnerSource, or the Microsoft Dynamics Community, use the same Windows Live ID as for those sites.

    • Primary e-mail address.

  5. Under Services and roles, in the Available roles list, select a role for the user, and then click the single arrow to add the role to the Selected roles list.

    提示

    You can click the double arrow to add all roles.

  6. Click Save.

  7. In the list of users, select the check box for the user whom you just added, and then click Send invitation.

    The user will receive an e-mail message with a link to complete his or her association with the online service. The user must use the same Windows Live ID to sign in to the service that you specified in step 4.

  8. Repeat steps 3 through 7 for each user that you want to add.

  9. When you are finished, click Sign out.

Edit a user's profile

  1. 单击 组织管理 >设置 >Sites Services >配置核对清单

  2. Click 设置用户 to open the User management page in Customer Portal.

  3. Select the check box for the user whose profile you want to edit, and then click Edit.

  4. Edit the user’s name, e-mail address, or roles, as necessary.

    备注

    You cannot edit the user’s Windows Live ID. If you need to change it, you must delete the profile and create a new one with the new Windows Live ID.

  5. Click Save.

  6. When you finish, click Sign out.

Delete a user's profile

  1. 单击 组织管理 >设置 >Sites Services >配置核对清单

  2. Click 设置用户 to open the User management page on Customer Portal.

  3. Select the check box for the user that you want to delete, and then click Edit.

  4. Under Services and roles, remove all roles from the Selected roles list.

    You can click the double arrow to remove all roles.

  5. Click Save.

  6. Select the check box for the user whose profile you want to delete, and then click Delete.

  7. When you finish, click Sign out, and then close the browser.

请参阅

(USA) Set up and maintain a Sites Services account

(USA) Activate or deactivate a solution