You use the Profile card to create profiles for end users. Each profile is associated with a Role Center. Profiles are typically based on job titles in a company.
Creating a Profile
To create a profile
-
In the Search box, enter Profiles, and then choose the related link.
-
In the ribbon, click New to open the New Profile Card window.
-
In the Profile ID field, enter a name that describes the intended role of the user.
-
In the Owner ID field, click the AssistEdit button to view all available logins, and then select a Windows user. For more information, see How to: Create Microsoft Dynamics NAV Users.
-
In the Description field, enter a description of the Profile ID, for example, Order Processor.
-
In the Role Center ID field, click the AssistEdit button to view all available Role Centers. Select a Role Center.
-
To make this Role Center the default for the profile, select Default Role Center.
-
Click OK to save your changes.
The procedure for modifying an existing profile is the same, except you select an existing profile in the Profiles page instead of clicking New.