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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.

Concepts

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

Resources

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