A user profile corresponds to a specific role in an organization, such as controller or chief financial officer. When you assign users to profiles, the Role Center that is set up for that profile is the Role Center that these users will see when they open the Microsoft Dynamics AX client or Enterprise Portal. This topic describes how to add either a single user or multiple users to a profile.

Note Note

A user can be assigned to only one user profile per company. If a user has access to multiple companies in Microsoft Dynamics AX, you can assign that user to the same profile for all companies, or to specific profiles for each company.

Before you begin

  • Verify that the profiles that you will be working with are listed in the form. You can activate profiles by importing them. For more information, see Select default profiles for Role Centers.

  • Create a list of users and their corresponding profiles.

To assign a single user to a profile

Use this procedure to assign a single user to a profile.

  1. Click > > .

  2. Select the profile that the user should be assigned to.

  3. Click the button.

  4. Select the user in the list.

  5. Specify whether the profile applies to all the companies that a user is assigned to in Microsoft Dynamics AX, or only specific companies.

    • If you select , the user will be assigned to this profile for all companies and will see the same Role Center page for all companies.

    • If you select , the user will be assigned to this profile only for the companies that you specify. You can assign this user to other profiles for other companies.

  6. Click Apply to save changes.

    The user must restart the Microsoft Dynamics AX client or refresh the Web browser to view the Role Center.

To assign multiple users to a profile

Use this procedure to assign multiple users, such as all members of a user group, to a profile.

  1. Click > > .

  2. Select the profile that the users should be assigned to.

  3. Click the button.

  4. Select the users in the list. You can use the filter to display the users from a specific user group.

  5. Specify whether the profile applies to all the companies that each user is assigned to in Microsoft Dynamics AX, or only specific companies.

    • If you select , the user will be assigned to this profile for all companies and will see the same Role Center page for all companies.

    • If you select , the user will be assigned to this profile only for the companies that you specify. You can assign this user to other profiles for other companies.

  6. Click Applyto save changes.

    The users must restart the Microsoft Dynamics AX clients or refresh their Web browsers to view their Role Centers.

See Also