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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Set initial role befor...
Small and medium business | Business Central, N...
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Set initial role before first sign-in / Show Checklist in other Rolecenter

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Posted on by AlexStuermer 6
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.
 

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.
 
 
Categories:
Business Central
  • AlexStuermer Profile Picture
    AlexStuermer 6 on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter
    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
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter
    Hi, hope the following helps.
    Dynamics 365 Business Central: How to define default Role Center (Profile) for users
    Dynamics 365 Business Central: How to bulk edit user roles/profiles (Customization)
     
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,822 Super User 2024 Season 2 on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter
    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.
     
     
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,965 Super User 2024 Season 2 on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter
    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
  • AlexStuermer Profile Picture
    AlexStuermer 6 on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter
    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
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 12,183 Most Valuable Professional on at
    Set initial role before first sign-in / Show Checklist in other Rolecenter

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