welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How to create new profiles and a unique role in Business Central?

By Himanshu on 3/20/2020

In this blog, I will show you how to create a new role in the sales order processor as I want a Junior sales guy to use it. First, I will show you what groups do I have in my navigation. As you can see, I have seven different groups in my navigation.


In the next step, I click on “Tell Me” and searched for profiles (Roles) and click on it.
In the next step, I click on “Tell Me” and searched for profiles (Roles) and click on it.


I scroll down to search my “Sales Order Process” role and select it. Now I click on “Copy Role” as shown in the screenshot below.


I rename profile id and display name as Junior “Sale Order Processor” and click “OK.”


In the next step, select this newly created role and click the edit button.



In this Junior sales profile, I changed the description to let know this role is to equip with half functionality as compared to the original one


We can see here the role center ID, and it’s enabled. And further, we can use this role as a default profile means every new user will have this profile by default. And I have allowed this role to be visible to all.

There is also an option for personalization through which we can allow this role to change any personalization in this role center. To do so, I click Customize option in the ribbon.



Now, we are in the role center of the junior sales order processor, which is visible in the top left corner. Also, it is for the sales order processor just mentioned beside it.

To customize, I will hide some of the menus and some of the actions and click “Done.”

 

In the next step, I am editing the role privilege by customizing one page. As you can see in the screenshot below, I am taking steps to hide the Reports from this role.

On clicking Report, you will find two options one is to move to some other location, and the second is to hide. Select the second option, “Hide.”

Also, I have hidden Setup & Extension, as shown in the below screenshot.  

 

Now click “Done” the red button at the top right corner. I can also edit other pages, but for now, I will keep it simple to the role center.

 

So now it’s complete, and I can close the window.

 

Further to check my new role. Currently, I’m in my old role center, and I will change to the new role center from “My Setting.”

 

Click on the “Role” and select “Junior Sales order Processor”  and click “OK.”

As the page loads with a new role, we can see, the hided shortcuts in this role navigation menu are not visible anymore, and reports from actions are also now not available. Now, this role center is available for other users too.

 

And also I check my navigation menu with this new role, and now only I have six different groups remaining.

 

 

Business Central
How to create new role in Business Central.
profiles in Business Central
Author
Blog Calendar
Blog Calendar List
2024 Apr  18  4
2024 Mar  33  4
2024 Feb  28  3
2024 Jan  8  7
2023 Dec  14  6
2023 Nov  45  5
2023 Oct  118  12
2023 Sep  245  9
2023 Aug  63  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  35  5
2023 Mar  98  6
2023 Feb  111  5
2023 Jan  40  4
2022 Dec  94  7
2022 Nov  254  2
2022 Sep  13  1
2022 Aug  28  2
2022 Jun  7  2
2022 May  4  2
2022 Apr  6  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  12  1
2021 Aug  38  5
2021 Jul  36  4
2021 Jun  1244  5
2021 May  31  3
2021 Apr  2036  3
2021 Mar  189  5
2021 Feb  2142  7
2021 Jan  3106  9
2020 Dec  446  7
2020 Sep  74  3
2020 Aug  685  3
2020 Jul  128  1
2020 Jun  75  3
2020 Apr  69  3
2020 Mar  13  2
2020 Feb  28  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  30  1
2019 Jan  23  2
2018 Dec  71  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1152  11
2018 Aug  7  2
2018 Jun  14  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  784  4
2016 Dec  204  3
2016 Nov  833  8
2016 Oct  307  10
2016 Sep  704  6
2016 Aug  39  1
2016 Jun  1876  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  484  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5335  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5280  1
2014 Jul  49  2
2014 Apr  2578  12
2014 Mar  301  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  690  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2292  10
2013 Feb  127  3
2013 Jan  343  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote