Default Analysis Services roles

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Security for analysis cubes is set up independently from security for Microsoft Dynamics AX. To grant users access to cubes, you must assign the users to database roles in Microsoft SQL Server Analysis Services.

When you deploy the cubes that are included with Microsoft Dynamics AX, default roles are created in the database where you deploy the cubes. This topic lists the default roles that are created. Notice that these roles correspond to security roles in Microsoft Dynamics AX. For example, if you assign a user to the Accountant role in Microsoft Dynamics AX, you should assign that same user to the Accountant role in Analysis Services.

Important

Keep the following information in mind when assigning users to roles in Analysis Services:

• Role members have permission to view all data in the cubes that the role has access to. For example, if you assign a user to the Project supervisor role, that user will have access to all data in the Project accounting cube.

• The default roles that are created in Analysis Services are not synchronized with the security roles in Microsoft Dynamics AX. For example, if you modify the permissions of the Accountant role in Microsoft Dynamics AX, you do not affect the Accountant role in Analysis Services.

Analysis Services roles for Microsoft Dynamics AX 2012 R3 cubes Analysis Services roles for Microsoft Dynamics AX 2012 R2 cubes Analysis Services roles for Microsoft Dynamics AX 2012 Feature Pack cubes Analysis Services roles for Microsoft Dynamics AX 2012 cubes

Security and protection for analytics Grant users access to cubes

Analysis Services roles for Microsoft Dynamics AX 2012 R3 cubes

The following Analysis Services projects are included with Microsoft Dynamics AX 2012 R3.

Dynamics AX project

When you deploy the Analysis Services project named Dynamics AX, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Accountant	Accounts payable cube Accounts receivable cube General ledger cube Profit tax totals cube Purchase cube Workflow cube
Accounting manager	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Profit tax totals cube Purchase cube Retail cube Sales cube Trade allowance management cube Workflow cube
Accounting payable manager	Purchase cube
Accounting supervisor	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Profit tax totals cube Purchase cube Workflow cube
Accounts payable centralized payments clerk	Accounts payable cube General ledger cube Purchase cube
Accounts payable clerk	Accounts payable cube Expense management cube General ledger cube Purchase cube
Accounts payable manager	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Workflow cube
Accounts payable payments clerk	Accounts payable cube General ledger cube
Accounts receivable centralized payments clerk	Accounts receivable cube General ledger cube
Accounts receivable clerk	Accounts receivable cube General ledger cube
Accounts receivable manager	Accounts payable cube Accounts receivable cube General ledger cube Retail cube Sales cube Trade allowance management cube
Accounts receivable payments clerk	Accounts receivable cube General ledger cube
Budget clerk	General ledger cube
Budget manager	Budget control cube Budget plan cube General ledger cube Workflow cube
Buying agent	Purchase cube
Chief executive officer	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Environmental sustainability cube Expense management cube General ledger cube Inventory value cube Production cube Project accounting cube Purchase cube Retail cube Sales and marketing cube Sales cube Trade allowance management cube Workflow cube
Chief financial officer	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Expense management cube General ledger cube Human resources cube Inventory value cube Project accounting cube Purchase cube Retail cube Sales cube Trade allowance management cube Workflow cube
Collections agent	Accounts receivable cube General ledger cube
Collections manager	Accounts receivable cube General ledger cube
Compensation and benefits manager	Human resources cube Workflow cube
Compliance manager	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Purchase cube Retail cube Sales cube Trade allowance management cube Workflow cube
Cost accountant	Inventory value cube
Cost clerk	Inventory value cube
Customer service representative	Workflow cube
Dedicated sales representative	Trade allowance management cube
Environmental manager	Environmental sustainability cube
Field service technician	Workflow cube
Financial controller	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Expense management cube General ledger cube Purchase cube Retail cube Sales cube Trade allowance management cube Workflow cube
Human resource assistant	Human resources cube Payroll cube Workflow cube
Human resource manager	Human resources cube Workflow cube
Information technology manager	Workflow cube
Manager	Human resources cube
Marketing coordinator	Trade allowance management cube
Marketing cordinator	Sales and marketing cube
Marketing manager	Sales and marketing cube Trade allowance management cube
Marketing staffer	Trade allowance management cube
Materials manager	Inventory value cube
Payroll administrator	Payroll cube
Payroll manager	Payroll cube
Product designer	Workflow cube
Production manager	Production cube
Project accountant	Workflow cube
Project manager	Expense management cube Project accounting cube Purchase cube Workflow cube
Project supervisor	Project accounting cube
Purchasing manager	Accounts payable cube Purchase cube Workflow cube
Receiving clerk	Workflow cube
Recruiter	Human resources cube
Retail merchandising manager	Retail cube Sales cube Trade allowance management cube
Retail operations manager	Retail cube Sales cube Trade allowance management cube
Retail store manager	Retail cube Sales cube Trade allowance management cube
Sales and marketing executive	Trade allowance management cube
Sales manager	Retail cube Sales and marketing cube Sales cube Trade allowance management cube Workflow cube
Sales representative	Sales and marketing cube Trade allowance management cube
Super sales representative	Trade allowance management cube
Training manager	Human resources cube
Treasurer	Accounts payable cube General ledger cube Workflow cube
Vendor account manager	Workflow cube
Warehouse manager	Inventory value cube Retail cube Sales cube

Demand Forecast project

When you deploy the Analysis Services project named Demand Forecast, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Production manager	Demand forecast cube
Production planner	Demand forecast cube

Demand Forecast Accuracy project

When you deploy the Analysis Services project named Demand Forecast Accuracy, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Production manager	Demand forecast accuracy cube
Production planner	Demand forecast accuracy cube

Analysis Services roles for Microsoft Dynamics AX 2012 R2 cubes

When you deploy the cubes that are included with Microsoft Dynamics AX 2012 R2, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Accountant	Accounts payable cube Accounts receivable cube General ledger cube Profit tax totals cube Purchase cube Workflow cube
Accounting manager	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Profit tax totals cube Purchase cube Retail cube Sales cube Workflow cube
Accounting supervisor	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Profit tax totals cube Purchase cube Workflow cube
Accounts payable centralized payments clerk	Accounts payable cube General ledger cube Purchase cube
Accounts payable clerk	Accounts payable cube Expense management cube General ledger cube Purchase cube
Accounts payable manager	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Workflow cube
Accounts payable payments clerk	Accounts payable cube General ledger cube
Accounts receivable centralized payments clerk	Accounts receivable cube General ledger cube
Accounts receivable clerk	Accounts receivable cube General ledger cube
Accounts receivable manager	Accounts payable cube Accounts receivable cube General ledger cube Retail cube Sales cube
Accounts receivable payments clerk	Accounts receivable cube General ledger cube
Budget clerk	General ledger cube
Budget manager	Budget control cube Budget plan cube General ledger cube Workflow cube
Buying agent	Purchase cube
Chief executive officer	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Environmental sustainability cube Expense management cube General ledger cube Inventory value cube Production cube Project accounting cube Purchase cube Retail cube Sales and marketing cube Sales cube Workflow cube
Chief financial officer	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Expense management cube General ledger cube Inventory value cube Project accounting cube Purchase cube Retail cube Sales cube Workflow cube
Collections agent	Accounts receivable cube General ledger cube
Collections manager	Accounts receivable cube General ledger cube
Compensation and benefits manager	Workflow cube
Compliance manager	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube General ledger cube Purchase cube Retail cube Sales cube Workflow cube
Cost accountant	Inventory value cube
Cost clerk	Inventory value cube
Customer service representative	Workflow cube
Environmental manager	Environmental sustainability cube
Field service technician	Workflow cube
Financial controller	Accounts payable cube Accounts receivable cube Budget control cube Budget plan cube Expense management cube General ledger cube Purchase cube Retail cube Sales cube Workflow cube
Human resource assistant	Workflow cube
Human resource manager	Workflow cube
Information technology manager	Workflow cube
Marketing coordinator	Sales and marketing cube
Marketing manager	Sales and marketing cube
Materials manager	Inventory value cube
Product designer	Workflow cube
Production manager	Production cube
Project accountant	Workflow cube
Project manager	Expense management cube Project accounting cube Purchase cube Workflow cube
Project supervisor	Project accounting cube
Purchasing manager	Accounts payable cube Purchase cube Workflow cube
Receiving clerk	Workflow cube
Retail merchandising manager	Retail cube Sales cube
Retail operations manager	Retail cube Sales cube
Retail store manager	Retail cube Sales cube
Sales manager	Retail cube Sales and marketing cube Sales cube Workflow cube
Sales representative	Sales and marketing cube
Treasurer	Accounts payable cube General ledger cube Workflow cube
Vendor account manager	Workflow cube
Warehouse manager	Inventory value cube Retail cube Sales cube

Analysis Services roles for Microsoft Dynamics AX 2012 Feature Pack cubes

When you deploy the cubes that are included with Microsoft Dynamics AX 2012 Feature Pack, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Accountant	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Workflow cube
Accounting manager	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Sales cube Workflow cube
Accounting supervisor	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Workflow cube
Accounts payable centralized payments clerk	Accounts payable cube General ledger cube Purchase cube
Accounts payable clerk	Accounts payable cube Expense management cube General ledger cube Purchase cube
Accounts payable manager	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Workflow cube
Accounts payable payments clerk	Accounts payable cube General ledger cube
Accounts receivable centralized payments clerk	Accounts receivable cube General ledger cube
Accounts receivable clerk	Accounts receivable cube General ledger cube
Accounts receivable manager	Accounts payable cube Accounts receivable cube General ledger cube Sales cube
Accounts receivable payments clerk	Accounts receivable cube General ledger cube
Budget clerk	General ledger cube
Budget manager	General ledger cube Workflow cube
Buying agent	Purchase cube
Chief executive officer	Accounts payable cube Accounts receivable cube Customer relationship management cube Environmental sustainability cube Expense management cube General ledger cube Production cube Project accounting cube Purchase cube Sales cube Workflow cube
Chief financial officer	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Project accounting cube Purchase cube Sales cube Workflow cube
Collections agent	Accounts receivable cube General ledger cube
Collections manager	Accounts receivable cube General ledger cube
Compensation and benefits manager	Workflow cube
Compliance manager	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Sales cube Workflow cube
Customer service representative	Workflow cube
Environmental manager	Environmental sustainability cube
Field service technician	Workflow cube
Financial controller	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Sales cube Workflow cube
Human resource assistant	Workflow cube
Human resource manager	Workflow cube
Information technology manager	Workflow cube
Marketing coordinator	Customer relationship management cube
Marketing manager	Customer relationship management cube
Product designer	Workflow cube
Production manager	Production cube
Project accountant	Workflow cube
Project manager	Expense management cube Project accounting cube Purchase cube Workflow cube
Project supervisor	Project accounting cube
Purchasing manager	Accounts payable cube Purchase cube Workflow cube
Receiving clerk	Workflow cube
Retail merchandising manager	Sales cube
Retail operations manager	Sales cube
Retail store manager	Sales cube
Sales manager	Customer relationship management cube Sales cube Workflow cube
Sales representative	Customer relationship management cube
Treasurer	Accounts payable cube General ledger cube Workflow cube
Vendor account manager	Workflow cube

Analysis Services roles for Microsoft Dynamics AX 2012 cubes

When you deploy the cubes that are included with the initial release of Microsoft Dynamics AX 2012, the following roles are created in the Analysis Services database where you deploy the cubes.

Analysis Services role	Cubes that the role has access to
Accountant	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Workflow cube
Accounting manager	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Sales cube Workflow cube
Accounting supervisor	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Workflow cube
Accounts payable centralized payments clerk	Accounts payable cube General ledger cube Purchase cube
Accounts payable clerk	Accounts payable cube Expense management cube General ledger cube Purchase cube
Accounts payable manager	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Workflow cube
Accounts payable payments clerk	Accounts payable cube General ledger cube
Accounts receivable centralized payments clerk	Accounts receivable cube General ledger cube
Accounts receivable clerk	Accounts receivable cube General ledger cube
Accounts receivable manager	Accounts payable cube Accounts receivable cube General ledger cube Sales cube
Accounts receivable payments clerk	Accounts receivable cube General ledger cube
Budget clerk	General ledger cube
Budget manager	General ledger cube Workflow cube
Buying agent	Purchase cube
Chief executive officer	Accounts payable cube Accounts receivable cube Customer relationship management cube Environmental sustainability cube Expense management cube General ledger cube Production cube Project accounting cube Purchase cube Sales cube Workflow cube
Chief financial officer	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Project accounting cube Purchase cube Sales cube Workflow cube
Collections agent	Accounts receivable cube General ledger cube
Collections manager	Accounts receivable cube General ledger cube
Compensation and benefits manager	Workflow cube
Compliance manager	Accounts payable cube Accounts receivable cube General ledger cube Purchase cube Sales cube Workflow cube
Customer service representative	Workflow cube
Environmental manager	Environmental sustainability cube
Field service technician	Workflow cube
Financial controller	Accounts payable cube Accounts receivable cube Expense management cube General ledger cube Purchase cube Sales cube Workflow cube
Human resource assistant	Workflow cube
Human resource manager	Workflow cube
Information technology manager	Workflow cube
Marketing coordinator	Customer relationship management cube
Marketing manager	Customer relationship management cube
Product designer	Workflow cube
Production manager	Production cube
Project accountant	Workflow cube
Project manager	Expense management cube Project accounting cube Purchase cube Workflow cube
Project supervisor	Project accounting cube
Purchasing manager	Accounts payable cube Purchase cube Workflow cube
Receiving clerk	Workflow cube
Sales manager	Customer relationship management cube Sales cube Workflow cube
Sales representative	Customer relationship management cube
Treasurer	Accounts payable cube General ledger cube Workflow cube
Vendor account manager	Workflow cube