How to Create Security Roles in Microsoft Dynamics AX-2012

How to Create Security Roles in Microsoft Dynamics AX-2012

Security Roles

Security roles define a particular function that an individual plays in an organization. Security roles are groups of duties and privileges which define the functionality a user can access and parts of the interface a user can view.

Security in Microsoft Dynamics AX 2012 is based on roles where the access is granted to roles and those roles are then assigned to users.  Each role consists of a set of duties, each duty comprises of as set of privileges and privilege includes permission.

now i want to create a security role with detail.1st of all i go to System Administration > Setup > Security > Security Roles

Create new Security Roles and Rename AOT Name

Security Privileges

Privileges are used to give access to individual application objects like forms and reports. A privilege defines the level of permission that is required to access an application object in AX. Privileges group together permissions that are necessary to complete a specific job.
go to security privileges > new privileges > Change AOT Name> write click on new privileges and select New Duties

Duties

Duties correspond to individual task that a user can perform, and group related privileges into a single task. Each duty can be assigned to one or more security roles depending upon the business process in question.
Select security privileges and go to New Duties 



Rename the duties and then select new duties and go to new privileges >  

5. Entry point

An entry point corresponds to a starting point that a user is required to access in order to perform a job. Each function in AX is accessed through an entry point. There are 3 different types of entry points in AX:

·         Menu items

·         Web menu items

·         Service operations

6. Permissions

Permissions are used to control access to each individual object in Dynamics AX. The level of permission is controlled by the associated Access level. Following are the different Access levels available in AX:

·         Read

·         Update

·         Create

·         Correct

·         Delete

·         No Access

Read represents the weakest permission. Delete is the highest permission that can be assigned. When an access level is assigned, all the permissions below it hierarchically are automatically included. For example, Create permission also includes Update and Read. No Access is used to deny user permission to a particular object

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