You can set up users in Microsoft Dynamics NAV to access data from mobile devices. In the Roles window, you must first assign security roles to Windows logins to assign users access to mobile functionality. Then, in the Mobile Users window, you must associate mobile logins with the salesperson codes and the language for the mobile application.

NoteNote

Before you can set up mobile users, you must have set up one or more users in the Windows Logins window. For more information, see Creating Windows Logins. Alternatively, you can create database logins and then assign the users permission through Windows groups before setting them up as mobile users.

The following procedures describe how to assign mobile security roles to users and how to set up mobile users.

To assign mobile security roles to users

  1. Click Tools, point to Security, and then click Roles. The Roles window appears.

    The Roles window lists all Microsoft Dynamics NAV roles, which includes the following mobile security roles:

    • MOB-SERVER-NAS

    • MOB-SERVER-SETUP

    • MOB-SERVER-USER

    • MOB-SALES-CUST-PRICE

    • MOB-SALES-SETUP

    • MOB-SALES-SYNC-TODO

    For more information, see Security Overview for Mobile Functionality in Microsoft Dynamics NAV.

  2. Select the role that you want to add users to, click Role, and then click Windows Logins.

    The Windows Logins window for this role appears. This window lists all of the Windows users and groups that have already been given this role in Microsoft Dynamics NAV.

  3. To add a Windows user or group to the list, select an empty row.

  4. In the Login ID field, click the AssistButton, and the Windows Logins window appears.

    This window contains a list of all the Windows users and groups that can log on to Microsoft Dynamics NAV.

  5. Select the user that you want to assign this Microsoft Dynamics NAV role to and click OK.

    This user or group is now added to the list shown in the Windows Logins window for this role.

To set up mobile users

  1. In the navigation pane, click Administration.

  2. Click Application Setup, click Mobile, and then click Users.

  3. In the Mobile Users window, in the User ID field, click the AssistButton, and the Mobile Users Windows Login window appears. This window contains a list of all the Windows users and groups that have been assigned a mobile security role, as described in the previous section.

  4. Select the user that you want to set up, and then click OK.

  5. In the Mobile Users window, for the user that you have just added, fill in the following fields:

    Field Description

    Salesperson Code

    The salesperson code that the user is linked to.

    Salesperson Name

    The name of the salesperson. This field is read-only.

    Language Code

    The code for the language that is the primary language for this user.

    This field determines which language module to use for this mobile user. To display field values correctly, you must set up option field translations. For more information, see How to: Set Up Option Field Usage for Mobile Users in Microsoft Dynamics NAV Classic.

The original Windows login is now a mobile user. To provide mobile users with access to mobile functionality, you must define mobile groups and add users to the groups. Mobile groups are used to provide users with access to work with mobile documents. For more information, see How to: Set Up Mobile Groups in Microsoft Dynamics Classic.

See Also