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Set initial role before first sign-in / Show Checklist in other Rolecenter

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Posted on by AlexStuermer

Hello everyone,

I am looking for a way to automatically define a preset role when logging in to the demo version of our app. The default is Business Manager and I would like to change this.
Unfortunately, the documentation does not provide any further information.

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/set-initial-role-before-first-sign-in-give-user-better-first-run-experience

Can anyone help me with how to implement this?

In addition, I can only display the checklist in the other role center via “Show the Checklist”. Is there a way to make this happen automatically?

Thanks in advance.

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi

Here you have the information, I hope it helps you.

Create customer-centric onboarding experiences with the SignupContext parameter. - Business Central | Microsoft Learn

BR

GR

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AlexStuermer 6 on at

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Hi,

I already know the link, but I can't find anything about my problem on the page. Maybe because my English is not good enough

Greetings

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Hi,

Search for Page - License Configuration page and configure permissions for each License.

When you attach license to a new user, permissions will be added automatically.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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Another option is to do it in the Profiles Page. If you open a specific profile you can check on the Use as default profile.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, hope the following helps.

Dynamics 365 Business Central: How to define default Role Center (Profile) for users

https://yzhums.com/20546/

Dynamics 365 Business Central: How to bulk edit user roles/profiles (Customization)

https://yzhums.com/27185/

Thanks.

ZHU

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AlexStuermer 6 on at

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Hello everyone,
Thank you for your help.

However, I would like to make these settings via code so that a certain role is preset in a demo version of BC and this role is automatically selected. Unfortunately, the setting in the setup does not work.

Greetings

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