To create a new user, use the Users window in the RoleTailored client.

Important
You do not create user logins for Microsoft Dynamics NAV user in SQL Server before or after you create Microsoft Dynamics NAV users.

Microsoft Dynamics NAV 2013 supports the following credential authorization mechanisms for Microsoft Dynamics NAV users:

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.

Note
The following procedures describe how to create users for a single credential types, but you can create users that are valid for multiple credential types, as long as you configure the appropriate settings for each credential type in the New User page. For example, you could create a user who would automatically be logged on without having to present credentials when the credential type is Windows, but would be prompted for a username (the value of the User Name field) and a password when the credential type is UserName.

Creating a New User

To create a new user for Windows authentication

  1. In the Search box, enter Users, and then choose the related link.

  2. In the Users window, on the Home tab, choose New.

    The New - Users Card window opens.

    Note
    Any fields not mentioned in this procedure are not relevant for Windows authentication.
  3. In the User Name field, type a unique, short name to identify the user.

  4. In the Full Name field, type the user’s full name (first name and last name).

  5. In the License Type field, choose one of the available license types. For more information, see License Types.

  6. In the State field, specify whether the user’s access should be Enabled or Disabled.

  7. To set a time limit on the user’s access, choose a date in the Expiry Date field.

  8. 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.

  9. Open the User 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.

  10. Add any Notes or Links for the user in the respective FactBoxes.

  11. Choose the OK button to close the window.

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for UserName authentication

  1. In the Search box, enter Users, and then choose the related link.

  2. In the Users window, on the Home tab, choose New.

    The New - Users Card window opens.

    Note
    Any fields that are not mentioned in this procedure are not relevant for UserName authentication.
  3. In the User Name field, type a unique, short name to identify the user.

  4. In the Full Name field, type the user’s full name (first name and last name).

  5. In the License Type field, choose one of the available license types. For more information, see License Types.

  6. In the State field, specify whether the user’s access should be Enabled or Disabled.

  7. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.

  8. 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.

  9. Open the User 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.

  10. Add any Notes or Links for the user in the respective FactBoxes.

  11. Choose the OK button to close the window.

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for NavUserPassword authentication

  1. In the Search box, enter Users, and then choose the related link.

  2. In the Users window, on the Home tab, choose New.

    The New - Users Card window opens.

    Note
    Any fields that are not mentioned in this procedure are not relevant for NavUserPassword authentication.
  3. In the User Name field, type a unique, short name to identify the user.

    This will be the user name that the user uses, in combination with a password, to access RoleTailored clients.

  4. In the Full Name field, type the user’s full name (first name and last name).

  5. In the License Type field, choose one of the available license types. For more information, see License Types.

  6. In the State field, specify whether the user’s access should be Enabled or Disabled.

  7. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.

  8. Under NAV Password Authentication, specify a Password for the user. Or, choose the AssistEdit button to open a separate dialog box where you can specify, and then confirm, a password.

  9. If you want to require the user to change the password after they log in for the first time, select Password To Be Changed.

    The first time that the user logs on, a prompt will appear prompting the user to change the password.

  10. Open the User 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.

  11. Add any Notes or Links for the user in the respective FactBoxes.

  12. Choose the OK button to close the window.

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

To create a new user for AccessControlService authentication

  1. In the Users window, on the Home tab, choose New.

    The New - Users Card window opens.

    Note
    Any fields that are not mentioned in this procedure are not relevant for AccessControlService authentication. AccessControlService authentication is relevant only for Microsoft Dynamics NAV solutions that are deployed on Azure
  2. In the User Name field, type a unique, short name to identify the user.

    This will be the user name that the user uses, in combination with a password, to access Microsoft Dynamics NAV clients.

  3. In the Full Name field, type the user’s full name (first name and last name).

  4. In the License Type field, choose one of the available license types. For more information, see License Types.

  5. In the State field, specify whether the user’s access should be Enabled or Disabled.

  6. If you want to set a time limit on the user’s access, choose a date in the Expiry Date field.

  7. Under Access Control Service Authentication, next to ACS Access Status, select the word Disabled and press Enter.

    This opens the Edit -User ACS Setup dialog box.

  8. In the Edit -User ACS Setup dialog box, choose the Generate Auth Key button.

    A string value is automatically inserted into the Authentication Key field.

  9. Save the Authentication Key value to a secure location such as a text file, where you can find it later. After you configure your deployment for ACS, and configure your Microsoft Dynamics NAV components for ACS, send this authentication key, and the User Name value, to the actual user and instruct the user to provide these values when they log on to a Microsoft Dynamics NAV client.

  10. Choose the OK button to exit the Edit -User ACS Setup dialog box. The ACS Access Status changes to Pending. It will change to Active after the user successfully logs in.

  11. Open the User 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.

  12. Add any Notes or Links for the user in the respective FactBoxes.

  13. Choose the OK button to close the window.

To update the settings for an already existing user in the Users window, select the user and then, on the Home tab, choose Edit.

See Also