The access to the Dynamics Mobile Platform is based on users and roles.
Every user, who needs to access the platform must have username created in the corresponding application area. The same username may exists in more than one application area.
New users are created in two ways:
Invitation by application area administrator
Initial Sign up into Dynamics Mobile
Every username in Dynamics Mobile Platform has assigned role.
A Role is a named set of various configurations and setups, which are assigned to user. The behaviour of the system depends on the actual Role attached to the current user.
The role has the following attributes:
It is letters and digits only uniquely identifying the role. The Role ID is visible in various menus and messages across the system, so it is recommended that the Role ID must be clear and semantically valid for the purpose of the current role. For example by default every application area is shipped with default Administrator role, where the Role Id is "ADM". Once provided, the Role Id can not be changed anymore.
The name of the role again has to uniquely identify the role. The name us used for displaying purposes only and can be changed later.
Every role has default application. The default application can be any custom application - both backend and mobile. System applications can not be used for Role Default Application.
When the user logs into Dynamics Mobile Portal, the system will automatically activate the Default application for his role. This way the various user roles may see initially different application relevant to their role. Please note that if the Default Application is a mobile application, the user will see empty screen by default and will need to manually select another active backend application from the Application Selector.
Indicates of the Role is active. If the role is not enabled, all users assigned to this role will be disabled - e.g. they will not be able to access the system.
Free text allowing the administrator to describe the purpose of the role. This text is only displayed in the Administration/Roles menu
The settings attribute is a JSON map object containing key-value pairs. The settings can be provided/modified by the system administrator and they modifies the behaviour of the applications across the system. This allows the administrator to tailor the apps behaviour based on their needs if the apps supports settings.
The Access Policy is a JSON document with predefined format describing the access rules to the Dynamics Mobile Platform applications within the current application area. The Access Policy is used by the system to determine if the user has access to specific applications and functionalities.