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Users

Users in APEX represent individuals who interact with your products and services. This capability helps you manage access, personalize experiences, and track individual usage within your application.

What are Users?

In APEX, users (called Contacts in Dynamics 365) are individuals who access your products through subscriptions. Each user connects to an Account and can receive specific roles and permissions.

Key Features of Users

User Profiles

Each user profile contains:

  • Identity information (name, email, etc.)
  • Contact details

User-Account Relationship

Users always have an individual Account:

  • Every user has their own individual Account
  • Users cannot link directly to additional organizational Accounts
  • Users interact with organizational Accounts through subscriptions
  • You can define roles and permissions per Account
  • A user can have different roles and permissions across different Accounts

User-Subscription Relationship

You can link users to subscriptions in the following ways:

  • Assign users to one or more subscriptions
  • Connect subscriptions to either organizational Accounts or individual user Accounts
  • Create indirect links between users and organizations through subscriptions to organizational Accounts
  • Determine administrative access levels through the user's roles on the Account