Use this form to specify a user's relationship to your organization. Users can be internal, such as employees, or external, such as vendors, customers, or business relations. After you specify user relations, a user's information (such as employee ID or customer account ID) is automatically displayed in fields when that user opens an Enterprise Portal page.
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Users must be listed in the form before you can specify user relations for them. |
User relations do not enforce security in Enterprise Portal. Enterprise Portal security is enforced through user groups in Microsoft Dynamics AX and SharePoint groups. For more information, see Configuring Enterprise Portal security.
Tasks that use this form
Navigating the form
The following links and tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
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View the list of users who have user relation information defined.
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Specify user relation information for the selected user. |
Buttons
Button |
Description |
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Open the . |
Fields
Field |
Description |
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User ID |
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The user's name. |
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The user's name as it appears in Active Directory. |
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The user's relation type: employee, vendor, customer, or business relation.
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Select this option if the user is an employee in your organization. |
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Select the user. If the user is not displayed in the list, that user is not set up in the form. |
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Select this option if the user is not an employee in your organization. |
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Select this option if the user is a customer. |
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Select the customer account, if the user is a customer. |
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Select this option if the user is a vendor. |
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Select the vendor account, if the user is a vendor. |
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Select this option if the user is a business relation. |
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Select the business relation account, if the user is a business relation. |
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Select an internal user who can act as the primary contact for the selected business relation. |
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Select a profile for the user. User profiles determine the Role Center that will be displayed for each user. For more information, see Overview for administering Role Centers. |