Managing users

Users with the Administrator role can add users to AX Server, change user roles, and remove users that no longer need access to the client applications.

Add a user

1. From the menu, select Admin > Users > Add.
2. In the Manage Users dialog box, click Add, enter the user name for the new user, and then click Add.

   The user name must appear exactly as it does in the user’s Active Directory or local Windows account.

   Note

   If you want to add a user who belongs to an Active Directory domain other than the default domain specified for AX Server, you need to specify the domain the account belongs to in the following format: <domain name>\<username>

   The user is added to the list in the Manage Users dialog box and saved.

3. Optional. To grant collection and folder permissions to the user:
   1. On the left side of the Manage User Permissions dialog box, select the Collections to include and click the right arrow.
      Tip:

      Hold Ctrl while clicking to select more than one collection.

      The collections are moved to the Collections/Folders column on the right side of the dialog box, which lists collections and folders for which you can now configure permissions.

   2. For each selected collection, grant one of the following permissions: Read Only or Full.

      Note

      You can leave Read Only and Full deselected for a user and grant permissions at a later time. The user is added to the list of users in the Permissions tab for the collection and any folders it contains that inherit permissions from the parent collection, but the collection and folders are not visible or accessible in the user’s Server Explorer treeview.

   3. Optional. To configure individual folder permissions, expand each collection and grant the required permissions.
      • Disabled folder permissions indicate permissions inherited from the parent collection
      • Enabled folder permission indicate permissions that you can configure independent of the parent collection

      For more information about inherited permissions, see .

   4. Click OK.

   Note

   If you intend to assign the user to the AX Server Administrator role, click Cancel. Users assigned to the AX Server Administrator role automatically have “Full permissions” for all collections and folders in AX Server.

4. In the Users and role assignments list, assign the user any of the following roles:

   Administrator

   Core Client Access

   Web Client Access

   Note:

   Depending on the type of AX Server license used by your organization, you may not be able to grant access to AX Web Client. For more information, see the Analytics Exchange Server Admin Guide.

5. To save the user role assignments, expand the Manage Users dialogue and in the bottom right corner, click Save.

Changing user role assignments

Common scenarios and implications

• assign a user the Administrator role the user gains Full permissions to all collections and folders
• remove the Administrator role from a user the user loses Full permissions and retains any permissions explicitly granted before being assigned the Administrator role
• remove AX Client access while keeping the user in the user list the user retains access to AX Exception and any collection or folder permissions are re-granted if the user is reinstated to AX Client
• grant or remove AX Web Client access for a user the user can either log into AX Web Client or not

Change a user's role assignment

1. From the menu, select Admin > Users.
2. Optional. To change a user's role, next to the user, select either Administrator or User.

   If you clear both checkboxes, the user is unable to log into AX Client but is retained in the list of users. You can reinstate the user at a later date by selecting one of the roles.

3. Optional. To grant or revoke AX Web Client access for a user, next to the username, select or clear Web Client Access.
4. To save the new user assignments and close the Manage Users dialog, click Save.

Result the user's role changes as soon as you click Save.

Removing users

Administrators can remove any user from AX Server, including other administrators. A deleted user is removed from the AX Server database and from AX Exception, but you do not delete the Active Directory account or local Windows account.

The deleted user's collection and folder permissions are also deleted and not re-granted if you re-add the user later. To temporarily remove a user and retain the permissions on reinstatement, see Changing user role assignments.

Remove a user

1. From the menu, select Admin > Users.
2. In the Manage Users dialog box, click Delete.
3. Select the user(s) to delete and then click Delete.

   The user or user is deleted.

4. To close the Manage Users dialog, click Save.
5. After removing the user, you must reschedule any analytics or analytic chains that were scheduled by the user by editing the scheduled job:
   1. Select View > Job Status and on the Job Status pane, click Scheduled Analytic Jobs.
   2. Click Show all Scheduled Analytics and then sort the table on the Scheduled By column.
   3. For each scheduled job, select the job, click Edit, reset the schedule, and then click Schedule.