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Limiting Users to Specific Sites or Warehouses

  • 1.  Limiting Users to Specific Sites or Warehouses

    Posted Mar 02, 2020 01:20 PM
    Hello

    We had an employee accidentally cancel all in process work for our entire company. This was a disaster and required an all night keying session to correct.
    Is there a way to limit employees to specific warehouses for the desktop version? This is easily achievable for the mobile devices but I cannot find where to do so for desktop users.

    ------------------------------
    Matthew Segee
    Reily Foods Company
    New Orleans LA
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Limiting Users to Specific Sites or Warehouses

    SILVER CONTRIBUTOR
    Posted Mar 03, 2020 03:45 AM
    Matthew

    No security pro yet but you can access the current settings of the workers role in this menu: &mi=SysSecConfiguration

    When selecting his role, you have the possibility to view privileges:

    When sure which permission is granting too much access, you can create a new custom role with limited user rights. The new role needs the newly created privilege next to the other needed requirements to keep on working.

    I assume then, the newly created privilege will limit the user to the tables granted in security settings.

    I hope the usual MS pros will confirm my assumption.

    If you have a testing environment or a dev box I recommend exploring the security settings. Start of with creating a dupe to work on the dupe to not destroy something you didn't document. It's easier to create another dupe than to create a new environment due to accidental deletion of a user role :)

    Hope my two cents could help a bit!

    Best
    Andreas


    ------------------------------
    Andreas Mörker
    Global Master Data Manager
    SIGVARIS
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Limiting Users to Specific Sites or Warehouses

    TOP CONTRIBUTOR
    Posted Mar 03, 2020 08:03 AM
    Matthew,

           It is not easily achievable and is a development effort.  What you need to look into are Extensible Data Security Policies.   These policies allow query-based security, you can define a query based on a user's login and limit the data they can access.

            Unfortunately, there doesn't seem to be a Microsoft document on it for D365 but if you search you can find a number of blog posts about how the framework functions.

    Regards,

    ------------------------------
    Corey Vantilborg
    ERP Analyst
    Tigercat International Inc.
    Brantford ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Limiting Users to Specific Sites or Warehouses

    MICROSOFT MVP
    Posted Mar 03, 2020 09:29 AM
    Edited by Alex Meyer Mar 03, 2020 09:30 AM
    Matthew,

    Corey is exactly correct, anytime you are looking to restrict access to a particular subset of a particular object XDS is the functionality to use. I wrote about this topic here:

    https://alexdmeyer.com/2019/02/20/extensible-data-security-xds-framework-in-d365fo/

    Feel free to reach out with any questions.

    ------------------------------
    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Limiting Users to Specific Sites or Warehouses

    MICROSOFT MVP
    Posted Mar 03, 2020 10:56 AM
    Hi Matthew,

    I did create an example how to restrict warehouses (and sites) using XDS. You can read my blog and download the example: https://dynamicspedia.com/2018/07/extensible-data-security-examples-secure-by-warehouse/

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Limiting Users to Specific Sites or Warehouses

    TOP CONTRIBUTOR
    Posted Mar 03, 2020 02:53 PM
    Unfortunately, app security defaults to let you specify a user's legal entity, but not down to the warehouse.
    You would have to implement row level security, which is quite a bit more difficult to setup. (It could be it's own little mini-project, as opposed to just a simple config)

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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