The RoleTailored client provides a customizable user interface that you can modify to support the job functions of different work roles in your organization. The RoleTailored client offers 21 predefined Role Centers. To be able to configure a Role Center, you must be an administrator with the role SUPER. The difference between configuration and personalization is that configuring a Role Center changes the user interface for all users with the same profile, whereas personalizing a Role Center only changes the user interface for a single user.

Configuration tasks are typically performed by an administrator, SUPER user, or Microsoft partner. This person configures the Microsoft Dynamics NAV 2009 user interface (Role Center) to suit a specific role, then assigns users to the Role Center.

Expand imageAbout this Walkthrough

Expand imageVerifying Ownership of a Role Center

Expand imageOpening the RoleTailored Client in Configuration Mode

Expand imageConfiguring the Actions Pane

Expand imageConfiguring the FactBox Pane

Expand imageNext Steps

Expand imageSee Also