An Enterprise Portal role is a job function, such as a sales representative or an employee manager. For example, if a sales representative in your organization intends to use Enterprise Portal, that user must belong to several groups so they can view the necessary pages and data.

This topic describes the Enterprise Portal roles and user groups that are enabled in Microsoft Dynamics AX after you complete the . You can create additional roles as necessary, but you will need to determine which user group or combination of user groups allows users in that role to view the content and data necessary to do their jobs.

Identifying roles and user groups

Use the information in this topic as follows:

  1. Create a list of all internal and external users who require access to Enterprise Portal.

  2. Identify each user's role and map it to one of the Enterprise Portal roles described in this topic.

  3. For each user, note the user groups that correspond to their role. The table that follows includes a list of corresponding user groups for each role.

  4. Add each user to the groups that correspond to their role so they can view content and data on Enterprise Portal.

After you assign users to groups, you must give users access to Enterprise Portal. For information, see Giving users access to Enterprise Portal sites.

Note Note

If users are assigned to more than one role, they must be assigned to the corresponding user groups for all roles. You cannot assign a user to both an internal role and an external role. For example, a user cannot be both an internal employee and a vendor.

Role

Description

Required group membership

Absence approver (internal)

Gives users access to the absence approval functionality in the employee self-service pages. Users can:

  • Approve absence requests for some or all employees.

  • Approve absence registrations for some or all employees.

EP_HRMA

EP_HRME

EP_Int

EP_Empl

Administrator (internal)

Gives users access to configure and administer Enterprise Portal. Users can:

  • Manage Web users.

  • Configure options for users, Accounts receivable, Inventory management, and customer self-service pages.

  • Control setup options, such as style sheets and languages.

  • Refresh the Microsoft Dynamics AX data from within Enterprise Portal.

EP_Admin

EP_Empl

EP_Int

EP_HRME

Applicant (external)

Gives users access to the employee self-service pages and users can apply for a job.

EP_HRAp

Business relation (external)

Gives users access to the business relation self-service pages. Users can:

  • Browse the product catalog.

  • Complete questionnaires.

EP_BR

Consultant (internal)

Gives users access to the Project module site. Users can:

  • Register hours on projects.

  • Browse invoices and invoice proposals.

  • Browse hour, cost, revenue, item, and on-account transactions.

  • View and create reports for total hours per project.

  • View and create reports for hours per journal.

  • Complete and analyze questionnaires.

  • View and delete their alerts.

  • View and disable their alert rules.

EP_Empl

EP_Cons

EP_Int

EP_HRME

Customer (external)

Gives users access to the customer self-service pages. Users can:

  • Browse the product catalog.

  • Add items to the shopping basket.

  • Create orders online.

  • Add items to the shopping basket without ordering, and then return to the shopping module at a later time to finish their orders.

  • Complete questionnaires.

EP_Cust

EP_Ext

Employee manager (internal)

Gives users access to the employee self-service pages. Users can:

  • Browse and update personal information, such as appraisal interviews, benefits, courses, emergency contacts, development plans, loans, and resume qualifications for managed employees.

  • Perform various managerial activities, such as recruitment project tasks.

  • View various manager reports.

  • Access performance management tools.

EP_HRMM

EP_HRME

EP_Empl

EP_Int

Employee (internal)

Gives users access to the employee self-service pages. Users can:

  • Browse and update personal information, such as appraisal interviews, benefits, courses, emergency contacts, development plans, equipment loans, and resume qualifications.

  • Access various employee activities, such as absence request registration and absence registration.

  • View various employee reports.

EP_Empl

EP_Int

EP_HRME

Enterprise Portal Shop Floor Control (SFC) employee role (internal)

Gives users access to the electronic timecard. Users can:

  • Register time and attendance.

  • Register personal project hours.

  • Register personal time spent on indirect activities.

  • Register personal time on production jobs.

EP_JMGS

EP_Empl

Guest (external)

Gives anonymous Web users access to log on to the Enterprise Portal customer site with limited functionality. Users can:

  • Browse the product catalog (but they cannot place orders).

  • Create a registration request to become a customer.

EP_Cust

EP_Ext

Questionnaire Administrator (internal)

Gives users access to the questionnaire self-service pages. Users can:

  • Access analytical tools, such as questionnaire statistics.

  • Schedule and distribute questionnaires.

  • Access administrator reports.

  • Access results and evaluations for all participants.

EP_QuAd

Questionnaire participant (external)

Gives users access to the questionnaire self-service pages. Users can:

  • Access and complete questionnaires.

  • View various reports that are available to participants.

  • View their own results and evaluations.

EP_Qupa

Sale representative (internal)

Gives users access to various sales-related forms and reports. Users can perform tasks within these areas:

  • Business relations: Create and edit

  • Leads: Create and edit

  • Opportunities: Create and edit

  • Quotation: Create, edit, accept, and send (mail/letter)

  • Sales order: Create, edit, and send (mail/letter)

  • Customer: Create and edit

  • Credit note: Create, update, and send (mail/letter)

  • Contact person: Create, edit, and delete

  • Prices: Update price and discount

  • Product information: Send (mail/letter)

  • Questionnaire: Complete and analyze

  • Alerts: View and delete their alerts

  • Alerts: View and disable their alert rules

Users can view and create the following reports:

  • Sales analysis

  • Lead analysis

  • Pipeline analysis

  • Sales versus target

  • New leads trend

  • Win analysis

  • Month-over-month closing trend

  • Pipeline by sales process and stage

  • Leads summary by source type

  • Sales by week, month, quarter, and year (current year and the year before) (list and graph)

  • Sales by region

  • Sales by customer

  • Price list by customer

  • Sales price list by customer (all customers/by customer)

  • Customer turnover

  • Sales by person

  • Price list

  • Sales prices

  • Price/discount list

  • Top 100 (by revenue and margin)

  • Blanket orders

  • Sales forecast per item (all customers/by customer)

EP_Sale

EP_Empl

EP_Int

EP_HRME

Technician (internal)

Gives users access to service orders and service agreements. Users can:

  • Create, view, and edit service orders.

  • Create, view, edit, and delete service order lines.

  • Create, view, and edit repair lines.

  • View service object relation lines.

  • View service task relation lines.

  • View service agreements.

EP_Tech

EP_Empl

Vendor (external)

Gives users access to the vendor self-service pages. Users can:

  • Change their address, telephone number, Web site address, telex, fax, language, and e-mail addresses. Some fields, such as account number, currency, balance, and balance in currency, are read-only fields.

  • Set up and change contact person information (title, name, phone extension, phone, mobile phone, pager, e-mail address, and personal address).

  • View purchase orders (header and lines).

  • View items (read-only mode).

  • View journals (purchase order, packing slip, and invoice).

  • Update prices and discounts.

  • View delivery due date.

  • View supply performance.

  • View supply capacity.

  • Complete questionnaires.

EP_Vend

EP_Ext