As an administrator, you configure the company’s default user interfaces by customising page layouts for different user profiles in the company. To perform this work, you must be an administrator with the SUPER permission set. In addition, profiles must be set up and the appropriate users assigned to them. For more information, see Managing Users, Profiles, and Role Centres.
You configure the user interface for multiple users by customising pages for a particular profile that the users are assigned to. You do this by using the Microsoft Dynamics NAV Windows client, and customising the same way that individual users personalise their own workspaces, that is, by using the Customise feature. The difference is that you open the Microsoft Dynamics NAV Windows client in the configuration mode. Typical customisations include which actions to include on the ribbon, how fields are placed on FastTabs or in FactBoxes, and which menu items to include in the navigation pane.
A quick way to implement UI configurations for a profile is if you already have a configured profile in another Dynamics NAV database. You can then export that profile, and then import it into the current database. For more information, see Exporting and Importing Profiles.
Consider the following information before you begin to configure the UI:
Before you begin to configure the UI, the application can be configured to show and hide UI elements (such as fields, FastTabs, and FactBoxes) based on licence or user permissions. For more information about how this is done, see Removing Elements from the User Interface According to Permissions.
To see the effect of the UI Elements Removal option, you can log on as a test user with the permission set of the profile you are configuring. The reason is that you as the administrator have the SUPER permission set, and you can therefore not see and test the resulting user interface during your own logon.
Open a command prompt, and type the following command to change to the installation folder of the Microsoft Dynamics NAV Windows client. For example:
cd C:\Program Files\(x86)\Microsoft Dynamics NAV\110\RoleTailored Client
Type the following command to start the Microsoft Dynamics NAV Windows client in the configuration mode for a specific profile:
Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid"
Replace profileid with the name of the profile that you want to configure.
For example, to configure the Accounting Manager profile, use this command:
Microsoft.Dynamics.Nav.Client.exe -configure -profile:"Accounting Manager"
You are now ready to start configuring the UI, which you do the same way as individual users personalise their own workspaces. For more information, see Personalising Your Workspace in the Microsoft Dynamics NAV Windows client.
You can cancel UI customisations that you have made as configuration for a profile in three ways:
Cancel all UI customisation that you have made for a profile by using the Clear Configured Pages button in the Profile Card window.
Cancel UI customisation that you have made for specific pages for a profile by deleting rows in the Delete Profile Configuration window.
Cancel UI customisation that you have made for a specific UI area for a specific page for a profile by using the Restore Defaults button in the Customise window.
Users can make UI customisations under their own user logon to personalise their user interface. When you cancel your UI configuration of a page that a user has since personalised, the user’s UI personalisation is not cancelled. Likewise, when you make new UI configuration for a page that a user has personalised, the user’s UI personalisation is preserved, and is not overwritten by the new page configuration.
The only situation where UI configuration does overwrite UI personalisation is when a UI element is removed by configuration. For example, if the administrator removes a field that the user has renamed or moved, then the field is still removed from the user’s UI.
In the Delete User Personalisation window and with the Restore Defaults button in the Customise window, users can cancel UI customisation that they have made to pages under their own user logon. When they do so, the layout of those pages is reset to any UI customisation that the administrator has configured for the profile. If the profile has not been configured, then the layout of the user’s pages is reset to the default profile configuration. For more information about how users cancel personalisation, see Cancelling Personalisation.
In the Search box,, enter Profiles, and then choose the related link.
Select the profile for which you want to cancel all UI customisations, and then, on the Home tab, in the Manage group, choose Edit.
In the Profile Card window, on the Actions tab, in the Functions group, choose Clear Configured Pages.
All UI customisations for the profile, both those installed with the application and those made by the administrator, are cancelled. No page layouts specific to the profile remain in the database.
In the Search box,, enter Delete Profile Configuration, and then choose the related link.
Select the profile/page set for which you want to cancel your UI customisation, and then, on the Home tab, in the Manage group, choose Delete.
If you have configured different UI customisations of the same page based on different navigation paths to the page, then each page customisation will be listed in the Delete Profile Configuration window with the same information. There is no information to identify which row relates to which navigation path. Therefore, you must either delete rows one by one followed by visual checks on the page, or you can delete all rows with UI customisations for the profile/page.
All UI customisation for the page for the profile that you have ever made on the installation or since you last used the Delete Profile Configuration window is cancelled. The layout of the page is reset to the standard layout of the page object.
You can undo changes for that you have made to individual UI areas, such as a ribbon, by using the Restore Defaults button in the Customise window. Alternatively, you can undo all UI changes that you have made for a profile by using the Delete Profile Configuration window.
The UI customisation for the profile of the particular UI area on the particular page is cancelled. The layout of the UI area on the page is reset to the default configuration, as made either by the administrator or as installed with the application.
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