Creating a New User in MS Dynamics Ax

Creating a New User

To create a new user for Windows authentication

1. In the Search box, enter Users, and then choose the related link.
   
2. In the Users window, on the Home tab, choose New.
   The New – User Card window opens.
   

   Note
   Any fields not mentioned in this procedure are not relevant for Windows authentication.

   
   
3. In the User Name field, type a unique name to identify the user.
   When you use Windows authentication, we recommend that you use the Windows user name in this field.
   
4. Optionally, in the Full Name field, type the user’s full name (first name and last name).
   
5. In the License Type field, choose one of the available license types. For more information, see License Types.
   
6. In the State field, specify whether the user’s access should be Enabled or Disabled.
   
7. To set a time limit on the user’s access, choose a date in the Expiry Date field.
   
8. On the Windows Authentication FastTab, in the Windows User Name field, type the name of a valid Active Directory user, using the domain\username format. Or, choose the AssistEdit button, select Allow for this client session, and then, in the Select User or Group dialog box, identify a Windows user.
   
9. On the User Permission Sets FastTab, define permission sets for the user. Choose the first row under Permission Sets and then select a permission set. Choose additional permission sets as needed. For more information, see How to: Define Permissions for Users.
   
10. Choose the OK button to close the window.
    

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for UserName authentication

1. In the Search box, enter Users, and then choose the related link.
   
   
2. In the Users window, on the Home tab, choose New.
   The New – User Card window opens.
   

   Note
   Any fields that are not mentioned in this procedure are not relevant for UserName authentication.

   
   
3. In the User Name field, type a unique, short name to identify the user.
   
4. Optionally, in the Full Name field, type the user’s full name (first name and last name).
   
5. In the License Type field, choose one of the available license types. For more information, see License Types.
   
6. In the State field, specify whether the user’s access should be Enabled or Disabled.
   
7. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.
   
8. On the Windows Authentication FastTab, in the Windows User Name field, type the name of a valid Active Directory user, using the domain\username format. Or, choose the AssistEdit button, select Allow for this client session, and then, in the Select User or Group dialog box, identify a Windows user.
   
9. On the User Permission Sets FastTab, define permission sets for the user. Choose the first row under Permission Sets and then select a permission set. Choose additional permission sets as needed. For more information, see How to: Define Permissions for Users.
   
10. Choose the OK button to close the window.
    

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for NavUserPassword authentication

1. In the Search box, enter Users, and then choose the related link.
   
   
2. In the Users window, on the Home tab, choose New.
   The New – User Card window opens.
   

   Note
   Any fields that are not mentioned in this procedure are not relevant for NavUserPassword authentication.

   
   
3. In the User Name field, type a unique, short name to identify the user.
   This will be the user name that the user uses, in combination with a password, to access the RoleTailored client.
   
4. Optionally. in the Full Name field, type the user’s full name (first name and last name).
   
5. In the License Type field, choose one of the available license types. For more information, see License Types.
   
6. In the State field, specify whether the user’s access should be Enabled or Disabled.
   
7. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.
   
8. On the Microsoft Dynamics NAV Password Authentication FastTab, specify a Password for the user. Or, choose the AssistEdit button to open a separate dialog box where you can specify, and then confirm a password.
   
9. If you want to require the user to change the password after they log in for the first time, select the User must change password after next login field.
   The first time that the user logs on, a dialog box will appear prompting the user to change the password.
   
10. On the User Permission Sets FastTab, define permission sets for the user. Choose the first row under Permission Sets and then select a permission set. Choose additional permission sets as needed. For more information, see How to: Define Permissions for Users.
    
11. Choose the OK button to close the window.
    

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for AccessControlService authentication

1. In the Users window, on the Home tab, choose New.
   The New – User Card window opens.
   

   Note
   Any fields that are not mentioned in this procedure are not relevant for AccessControlService authentication.

   
   
2. In the User Name field, type a unique, short name to identify the user.
   This will be the user name that the user uses, in combination with a password, to access Microsoft Dynamics NAV clients.
   
3. Optionally, in the Full Name field, type the user’s full name (first name and last name).
   
4. In the License Type field, choose one of the available license types. For more information, see License Types.
   
5. In the State field, specify whether the user’s access should be Enabled or Disabled.
   
6. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.
   
7. On the Access Control Service Authentication FastTab, next to ACS Access Status, select the word Disabled, and then press Enter.
   This opens the Edit – User ACS Setup dialog box.
   
8. In the Edit – User ACS Setup dialog box, on the Home tab, choose Generate Auth Key.
   A string value is automatically inserted into the Authentication Key field.
   
9. Save the Authentication Key value to a secure location such as a text file, where you can find it later. After you configure your deployment for ACS, and you configure your Microsoft Dynamics NAV components for ACS, send this authentication key and the User Name value, to the actual user and instruct the user to provide these values when they log on to a Microsoft Dynamics NAV client. For more information, see Use ACS to Authenticate Users.
   
10. Choose the OK button to exit the Edit – User ACS Setup dialog box. The ACS Access Status changes to Pending. It will change to Active after the user successfully logs on.
    
11. On the User Permission Sets FastTab, define permission sets for the user. Choose the first row under Permission Sets and then select a permission set. Choose additional permission sets as needed. For more information, see How to: Define Permissions for Users.
    
12. Choose the OK button to close the window.
    

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

See Also

Tasks

How to: Create a Profile
How to: Define Permissions for Users

Concepts

Use ACS to Authenticate Users
Users and Credential Types