(USA) Set up users for Commerce Services [AX 2012]

已更新:March 11, 2014

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

All users of 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 his or her role.

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

注意注意

如果安装了 Microsoft Dynamics AX 2012 R3,则此功能不可用。

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

  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

    • Microsoft account

      注意注意

      If the user is a member of CustomerSource, PartnerSource, or the Microsoft Dynamics Community, use the same Microsoft account 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.

    提示提示

    To add all roles, click the double arrow.

  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 Microsoft account to sign in to the service that you specified in step 4.

  8. When you are finished, click Sign out.

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

  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.

    注意注意

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

  5. Click Save.

  6. When you are finished, click Sign out.

  1. Click Organization administration > Setup > Commerce Services > Configuration checklist.

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

  3. Select the check box for the user 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 are finished, click Sign out.


公告: 若要查看已知问题和最近的补丁,请使用 Microsoft Dynamics Lifecycle Services (LCS) 中的 问题搜索

社区附加资源

添加
显示: