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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / For new users, how do ...
Small and medium business | Business Central, N...
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For new users, how do you change the items mentioned below in Navision 2018

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Posted on by joshlabtech 662

Hi,

For new users, I would like to find out how do you change...

1. The role Name? By default everyone is Business Manager, but I want to change to Account Manager?

Please advise how do I do that?

role-manager-_2D00_-role.jpg

2. Some users access certain pages more often the the others, please advise how do I add pages to the left side of the menu?

role-manager-_2D00_-role-pages.jpg

3. I notice that when I created a role. There is almost nothing in the Activities Panel. Please advise how can I add and configure them?

role-manager-_2D00_-role-activities.jpg

4. On the right hand side, I see some panels over here. How do I set this up and utilize them?

role-manager-_2D00_-set-up.jpg

Thank you!!

I have the same question (0)
  • Verified answer
    ShanAbeywicrema Profile Picture
    ShanAbeywicrema 948 on at
    RE: For new users, how do you change the items mentioned below in Navision 2018

    You can define profile ID in user personalization (Departments/Administration/Application Setup/RoleTailored Client/User Personalization). It is straight forward  function. This may answer your first question. 

    for the second question you have facility to customize navigation pane. 

  • joshlabtech Profile Picture
    joshlabtech 662 on at
    RE: For new users, how do you change the items mentioned below in Navision 2018

    May I know how do you go to Facility?

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