Saturday, November 28, 2015

AX 2012 | Address Book Security Based on Team

In this tutorial we are going to discuss how to set security privileges to party records (Customers, Vendors, Workers, Contact, Prospect, Applicant... etc). Dynamics AX provide three ways as following :
  • Secure by legal entity
  • Secure by address book
  • Secure by both legal entity and address book.

In this post we are going to focus in how to secure Address book based on teams. which means that only workers who are assigned to a team that has access to an address book can view the party records in that address book.

when we select Secure by address book, access to the address books is restricted by team. You must select the teams that have access to each address book. For each address book, you can set security privileges that allow or deny access to specific teams. If you grant a team privileges to an address book, all members of the team can view the records in the address book. If you do not grant a team access to an address book, the team cannot view the address book or its contents.