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
2020 Aug  14  3
2020 Jul  9  1
2020 Jun  20  3
2020 Apr  12  3
2020 Mar  11  2
2020 Feb  22  5
2020 Jan  22  7
2019 Dec  15  4
2019 Nov  11  1
2019 Jan  31  3
2018 Dec  33  4
2018 Nov  66  3
2018 Oct  12  3
2018 Sep  216  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  54  2
2017 Sep  552  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  52  2
2017 May  21  1
2017 Apr  32  2
2017 Mar  118  4
2017 Feb  424  4
2016 Dec  177  3
2016 Nov  384  8
2016 Oct  245  10
2016 Sep  362  6
2016 Aug  39  1
2016 Jun  1768  6
2016 May  104  3
2016 Jan  70  2
2015 Dec  392  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1341  6
2015 Aug  13  1
2015 Jul  126  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  28  3
2015 Mar  78  3
2015 Jan  5213  4
2014 Dec  17  1
2014 Nov  2218  4
2014 Oct  63  1
2014 Sep  106  2
2014 Aug  4143  1
2014 Jul  46  2
2014 Apr  2462  12
2014 Mar  288  19
2014 Feb  237  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  638  2
2013 Oct  250  3
2013 Sep  11  1
2013 Aug  38  3
2013 Jul  207  1
2013 Apr  49  6
2013 Mar  1848  10
2013 Feb  308  4
2013 Jan  264  2
2012 Nov  34  2
2012 Oct  454  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote