How to: Create an User

The module Authorization Management helps you to manage your users in a transparently and clearly manner. You can easily insert, modify, delete and authorize users.

To create a user go to Departments > Compliance > Security > Authorization Management > Users (2C). Click on the button New (or Ctrl + n).

Choose login type: this field indicates which type of user you are managing (Windows Login or Database Login). Modifying this field is only possible during insertion of the user. Enter the ID of the user depending on type:

Database Login: You can directly enter an ID.
Windows Login: You can insert a user by selecting the lookup button of field User ID and selecting a user from the Active Directory of Windows.

Inserting a new Windows-user is only possible in Classic. The Active Directory table is not accessible in RTC. Complete the other fields in the header. Only applicable for type Database Login:

Name: The name of the user.
Password: The password of the user.
Expiry date: (Optional) the expiration date of the login.

Note! If Dynamics NAV is used in combination with Microsoft SQL-Server, a new database user should be added at the SQL-Server first.

You can link Organizational Roles to the user in the sub window Organizational Roles (formerly User Profiles). The sub window Assigned Permission Sets (formerly user roles) shows the roles that are assigned to the user through the Organizational Roles and are just shown as information. Permission Sets that are assigned under water (by the Dynamics NAV Classic security menu Extra - Security) are shown in red. These roles are not assigned to the user by the module Authorization Management and are not linked with an Organizational Role.

Per line you can enter an Organization Role and link the role to the user. Optional fields are:

Company(Group): Add a company name to set company specific security. If it is empty the security is for all companies.
Starting Date: Used for starting the assignment of the organizational role at a specified date.
Ending Date: Used for ending the assignment of the organizational role at a specified date.

To activate the authorization of an user, synchronize the user.

Membership of groups in Active Directory can be seen for the active user card. When the active card is a group, both account membership and membership of other groups can be shown. Use the buttons under Actions > Functions > Process.