D365 Finance & Operations and Dynamics AX Forum

Hello. We are currently in the process of creating a bunch of sub-companies.

We need to change the Organizations that the roles are assigned to.

Is there a bulk way that we can make this change vs doing each user and role individually?

Thank you in advance.


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Brent Dawson
Sr. Application Analyst
Edmonton Airports
Edmonton AB
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in AX2012 there is a feature called Automatic Role Assignment which can do this.  It is a query-based solution that could pick up on changes to an employee record attached to a user.

This blog does a good job of explaining the process: https://kaya-consulting.com/automatic-role-assignment-in-ax2012-part-1/

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Corey Vantilborg
ERP Analyst
Tigercat International Inc.
Brantford ON
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Original Message:
Sent: Sep 09, 2019 05:12 PM
From: Brent Dawson
Subject: Bulk Role Assignment

Hello. We are currently in the process of creating a bunch of sub-companies.

We need to change the Organizations that the roles are assigned to.

Is there a bulk way that we can make this change vs doing each user and role individually?

Thank you in advance.


------------------------------
Brent Dawson
Sr. Application Analyst
Edmonton Airports
Edmonton AB
------------------------------

Brent,

If you want to restrict legal entity access to user role assignments you are dealing with inserting entries into the SecurityUserRoleCondition table. You should be able to do this via either the SecurityUserRoleOrganization data entity or through DIXF. Both options would be faster than inserting the records 1 by 1.

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Alex Meyer
Director of Dynamics AX/365 for Finance & Operations Development
Fastpath
Des Moines, IA
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Original Message:
Sent: Sep 09, 2019 05:12 PM
From: Brent Dawson
Subject: Bulk Role Assignment

Hello. We are currently in the process of creating a bunch of sub-companies.

We need to change the Organizations that the roles are assigned to.

Is there a bulk way that we can make this change vs doing each user and role individually?

Thank you in advance.


------------------------------
Brent Dawson
Sr. Application Analyst
Edmonton Airports
Edmonton AB
------------------------------