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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.

Note Note

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

Overview tab

View the list of users who have user relation information defined.

  • Press CTRL+N to add a user to the list.

    - or -

  • Click the button for assistance in specifying user relations.

General tab

Specify user relation information for the selected user.

Buttons

Button

Description

Open the .

Fields

Field

Description

User ID

The user's identification as listed in the form.

The user's name.

The user's name as it appears in Active Directory.

The user's relation type: employee, vendor, customer, or business relation.

Note Note

If a user is listed on the form, but does not have a specified user relation, the field defaults to .

Select this option if the user is an employee in your organization.

Select the user. If the user is not displayed in the list, that user is not set up in the form.

Select this option if the user is not an employee in your organization.

Select this option if the user is a customer.

Select the customer account, if the user is a customer.

Select this option if the user is a vendor.

Select the vendor account, if the user is a vendor.

Select this option if the user is a business relation.

Select the business relation account, if the user is a business relation.

Select an internal user who can act as the primary contact for the selected business relation.

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.

See Also