Creating a Profile

The administrator uses the Profile Card to create unique profiles for end-users. Each profile is associated with a Role Center that can then be configured to suit the specific needs for the user. Often profiles are associated with a job title in a company.

  1. Open the Profiles window.

  2. Press F3 to create a new record.

  3. In the Profile ID field, give the profile an appropriate name that describes the intended role of the user.

  4. In the Owner ID field, click the AssistButton (...) to view all available logins. Select a Windows user login and click OK.

  5. In the Description field, enter a description of the Profile ID, for example, Order Processor.

  6. In the Role Center ID field, click the AssistButton (...) to view all available Role Centers. Select a Role Center and click OK.

  7. Select the Default Role Center check box to make this the default Profile ID for all users. This is optional.

  8. Click OK to save your changes.

For information about setting up Profiles in the RoleTailored client, see the topic "Creating a Profile" in the documentation for the RoleTailored client.

Related Topics

Configuring Microsoft Dynamics NAV

Assigning Profiles to Users

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