Role Setup in Navision ( NAV )

Sometime, native Navision WebClient menu is not the same with the one in Client Application. To make it available on the WebClient menu, we have to do Role setup.
 
NAV has a set of built-in profiles.

Power user can customize the Profile and assign the pertaining profile to User so the user can have limited access.

Let’s see how to customize a profile first and later on How to assign the Profile to an User.

Before you would want to customize a profile please copy the profile and so the standard Profiles will not be changed.

To Copy a Profile, navigate to Profiles menu and follow the screen shots below.

Select the profile you wish to copy ->Navigate to Actions Tab ->Click Copy Profile ->Enter the Profile name -> Click Ok

Customizing the newly created Profile:

Part-1

To customize the Copied Profile, Kindly login to server under Admin Login and look for the NAV icon with the name Config Mode on your desktop

Right Click on Config Mode and select Properties. Under Shortcut Tab you will notice a Target box with location. Now here is the tricky part, the location string would look like this.

"C:\Program Files (x86)\Microsoft Dynamics NAV\71\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -configure -profile:"Test"

The configure the profile you have just created you have to enter the pertaining profile name within quotes next to the text profile:” i.e. in our case we are trying to customize the profile OTCOPY so the string should be renamed to

"C:\Program Files (x86)\Microsoft Dynamics NAV\71\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -configure -profile:"OTCOPY"

Click on Apply and hit Ok.

Part-02

To Configure the profile OTCOPY, double click on the Nav Config Icon, Now NAVISION will login to OTCOPY profile but under Configuration MODE

Notice NAV DISPLAY as Configuration Mode on the Screen shot below.

Here under the Configuration Mode you can add/remove the links, pages and granules you would want in the profile.

Right Click on The Role Center or on the Home, and It will show you a menu Customize Navigation Pane.

You may add/remove the modules the user not required to view or documents/reports etc.

Lastly click Okay and exit Config Mode

Assigning the Profile to User:

To assign the profile to user

Login to Standard mode as a Super User and navigate to User Personalization

Select the user you want to assign the profile you just customized and click on EDIT.

Under Profile ID select the profile you just created and click Okay.

Now when the user login to Navision the next time his/her Profile would look as how you have customized under Config Mode