Role Center pages

One of the key features of NAV 2017 is the Role Tailored user experience centered on Role Centers tied to user work roles. The Role Tailored approach provides a single point of entry and access into the system for each user through their assigned Role Center. Each user's Role Center acts as their home page. Each Role Center focuses on the tasks needed to support its users' jobs throughout the day. Primary tasks are front and center, while the Action Ribbon and Departments Menu provide easy access to other functions, making them only a click or two away.

The standard NAV 2017 distribution from Microsoft contains more than two dozen different Role Center pages, identified for user roles such as Bookkeeper, Sales Manager, Shop Supervisor, Purchasing Agent, and so on (Page 9011 is identified as a Foundation rather than as a Role Center or RC). Some localized NAV distributions may have additional Role Center pages included. It is critical to realize that the Role Centers supplied out of the box are not generally intended to be used directly out of the box.

The Role Center pages should be used as templates for custom Role Centers tailored to the specific work role requirements of the individual customer implementation.

One of the very critical tasks of implementing a new system is to analyze the work flow and responsibilities of the system's intended users and configure Role Centers to fit the users. In some cases, the supplied Role Centers can be used with minimal tailoring. Sometimes it will be necessary to create complete new Role Centers. Even then, we will often be able to start with a copy of an existing Role Center Page, which we will modify as required. In any case, it is important to understand the structure of the Role Center Page and how it is built.

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