Adding New Users

How are users added to Dooap? How to add users in D365? How and when are users imported to Dooap?

 

New users are added in D365/AX2012, from which they are imported into Dooap through a daily AX import process. Manual imports can also be performed if necessary (instructions can be found at the end of this article).

Newly added users in D365FO/AX2012 will appear in Dooap once the user master data is updated.

 

Key Considerations for Adding New Users:

• To access Dooap, users must have a Microsoft Azure AD account that is linked to the D365FO/AX2012 user table.
• Users do not require access rights to D365FO/AX2012, but they must be listed in the ERP user table.
• After logging into their Dynamics platform, users will be automatically logged into Dooap.
• Users disabled in Azure AD will no longer be able to access Dooap either.
• Additionally, users can be marked as inactive within the Dooap environment.

 

Managing Users in D365

 

Please follow these instructions to verify that all details are correct in the D365 user table.

 

1. Navigate to System Administration > Users > Users.
2. Use the Filter field to search for the user.
   
   
   
   
   
3. Once the user is displayed in the search results, click the User ID to access their profile.
   1. If the user cannot be found from the user table, click Import users from the top panel.
      1. This will add newly added users to the user's table.
         
         
         
         
         
4. Once the user's profile is open, ensure that the user is set to Enabled.
   
   
   
   
   
5. At the bottom of the page, ensure that the user has the Dooap role assigned.
   1. If not, you can add it by clicking Assign roles.
   2. It is needed to access the Dooap Invoice Image button in Vendor Transactions.
      This links the user back to the invoice details within Dooap.
      
       
      
      
      
6. At the top of the page, navigate to User Options > Account.
   
   
   
   
   
   
   
   
   
7. Ensure the user's email address is filled in the Sender email field.
   1. This email address will receive approval digest notifications, if applicable.
      
      

 

Importing Users Manually to Dooap

 

New users will automatically be imported to Dooap daily. However, it is also possible to perform the import manually to Dooap.

 

1. Navigate to Admin > AX Import in Dooap.
2. Click Deselect all, select only User field active and then select Import.
   1. If you want to import all data simultaneously, you can leave all fields selected and only click Import.
      
      
      
      
3. Once the user (or all data) import is finished, the Timestamp column will be updated and the Success column is true.
   1. The Executor column shows the name of the user who performed the import.
      
      
      
      
      
      
      
4. Refresh the browser (for example by using the Refresh button in the browser).
5. After these tasks, you can find the imported users in Admin > Users view.
   1. To learn more about user management, check this article.