How it works...

When creating new role centers for users to be assigned to, you need to create two things:

  • A profile
  • A role center that is associated to the profile

By first creating a new Profile object, when your Business Central application is installed, the new profile will be loaded into the system and will be available to be assigned to users. A profile can be associated to either an existing or a new role center that you include in your application. A profile can only be associated to one role center.

The second step is to create the role center itself. A role center can contain multiple parts, including activity cues, actions to launch processing tasks and reports, parts to show job-specific data, parts that contain external resources such as Power BI reports, or even headlines that contain key information that is important to the user. The basis of creating a new role center is to create a new page object, and then set PageType = RoleCenter.

Once the main role center page is created, you can create additional parts by creating new page objects and associating them to the main page. System parts such as Power BI and Report Inbox can also be added to any role center that you create.

Creating new profiles and role centers allows customers to tailor the system for each user based on their job function. This will provide a much friendlier experience for the user as they can concentrate on the tasks and data that are relevant to them. When a user is associated with a profile, they're also associated with the role center for that profile, which means that as soon as they log in to Business Central, they should be greeted with an interface that is relevant to the job they perform.

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