How to: Configure a Role Center

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When you open the Microsoft Dynamics NAV Windows client in configuration mode, you can make changes to a Role Center. These changes then become part of the RoleTailored client user interface for users assigned to the profile associated with the Role Center. For more information, see How to: Open the Microsoft Dynamics NAV Windows Client in Configuration Mode.

You can customize the ribbon, the current page, or the navigation pane. For example, the following procedure shows how to customize a page. The procedures for the ribbon or navigation pane are similar.

To customize a Page

  1. Open the Microsoft Dynamics NAV Windows client in configuration mode.

  2. On the Application menu Microsoft Dynamics NAV Application menu, select Customize, and then choose Customize This Page.

  3. In the window that opens, make the changes to the appearance of the page.

  4. Make the appropriate changes to the page.

  5. Choose the OK button.

See Also

Tasks

How to: Create a Profile
How to: Assign a User to a Profile
How to: Open the Microsoft Dynamics NAV Windows Client in Configuration Mode

Concepts

Profiles and Role Centers
Working with Role Centers