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Posts Tagged ‘Setting up a Dynamics NAV user’

nav-user-picA common request from Dynamics NAV users is to set up new users (provided of course you own a sufficient number of user licenses), so today we’re sharing a post originally published for general consumption on the Microsoft Developers Network describing how to do just that.  (We’re giving you a slightly abridged version today, edited for space.  You can find the original full post here.)  We thought it might be handy for our NAV clients (with thanks and credit to MSDN).  These instructions are for NAV 2016 but work pretty much the same for 2015.

Before a user can access Microsoft Dynamics NAV, you must have created them as users in Microsoft Dynamics NAV. To create and modify users, you can use the Microsoft Dynamics NAV Windows client, NAV Web client, or NAV Windows PowerShell cmdlets.  Microsoft Dynamics NAV 2016 supports the following credential authorization mechanisms for Microsoft Dynamics NAV users:

  • Windows
  • UserName
  • NavUserPassword
  • AccessControlService
  • Office 365 Authentication

This topic contains separate procedures for creating users for each credential authentication mechanism. For information about how to configure RoleTailored clients and the Microsoft Dynamics NAV Server instance for a specific authentication scheme, see Users and Credential Types.

The following procedures describe how to configure users in the Microsoft Dynamics NAV Windows client. Similar steps apply for creating users in the Web client. A Microsoft Dynamics NAV Server instance can either support users with Windows authentication or users with other credentials.

To create a new user

  1. In theSearch box, enter Users, and then choose the related link.
  2. In theUsers window, on the Home tab, choose New.
  3. In theUser Card window, on the General FastTab, fill in the fields as described below:
  • User Name: Specify a unique, short name to identify the user.
  • Full Name: Specify the user’s full name.
  • License Type: Choose one of the available license types.
  • State: Specify if the user’s access is enabled or disabled.
  • Expiry Date: Optionally, to set a time limit on the user’s access, choose a date.
  1. To set up a user for Windows authentication, follow this step:
    • On theWindows Authentication FastTab, in the Windows User Name field, type the name of a valid Active Directory user, using the format domain\username. Or, choose the AssistEdit button, select Allow for the Session, and then, in the Active Directory Select User or Group dialog box, identify a Windows user.
  2. To set up a user for NavUserPassword authentication, follow these steps:
    1. On theNAV Password Authentication FastTab, choose the Password field to specify a password for the user.
    2. If you want to require the user to change the password after they log in for the first time, selectUser must change password at next login.  The first time that the user logs on, a prompt will appear prompting the user to change the password.
  3. Open theUser Permission Sets FastTab to 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.
  4. Add any Notes or Links for the user in the respective FactBoxes.
  5. Choose theOK button to close the window.

And of course, should you need assistance, we’re there for you.  877-273-2444.

 

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