I did a post on creating a new Vendor and setting up a new admin for the vendor organization to use the Vendor Portal. This is a variation but on the customer side. In this example I’ve setup a customer and the customer admin for the customer self service portal. From there the user admin can add other users for their organization. This is a quick walk through of that process.

In this example I use a user that was authenticating against and external source which was Azure Active Directory. You can have a look at an earlier post for more background on this concepts.

As well in this example I’m using AX2012 R3 CU8. CU8 had an improve workflow capability added specifically for the vendor process flow but I was using the same workflow here for the customer flow. While you can do this in R3 the workflow improvements help.

Cheers

Lachlan