Before you can welcome your users in your Web portal, you must define which tasks your Web portal user must be able to perform, and afterwards, create the roles according to this.
Once a role has been defined, one or more users can be assigned this role. When users have been assigned a role, they have permission to perform certain tasks, according to the permissions that are connected to the role assigned to them.
Role assignment is managed from within Navision. To assign a role to a Web portal user, follow this procedure:
Open the Contact Card window:
Select a contact person to whom you want to assign a role and click Contact, Commerce Portal Roles.
Click the AssistButton in the Role Code field and select a role from the Roles window.