A Role Centre is a home page in Microsoft Dynamics NAV for all users of a profile. For example, the Order Processor Role Centre has been configured to reflect the tasks and priorities of an order processor. In RoleTailored clients, the profile that is used appears in the header of the Role Centre’s main content area. An administrator can then customise this Role Centre to meet the needs of a specific role in a specific company. The Order Processor Role Centre can then be further personalised on a single computer to meet the needs of a person who is carrying out the job as an order processor. This person can personalise the Role Centre by saving queries, adding filters, and adding or removing fields.

Administrator-Configured Elements

You can configure the following elements in Role Centres:

  • Navigation pane
  • FactBoxes
  • Home parts
  • Lists
  • Task pages
  • Action menus
  • Report menus

Preconfigured Role Centres

There are 21 Role Centres available in Microsoft Dynamics NAV. The following Role Centres have been fully configured:

  • 9004 - Bookkeeper Role Centre
  • 9005 - Sales Manager Role Centre
  • 9006 - Order Processor Role Centre

All Role Centres can be used as is or can be reconfigured by an administrator or SUPER user.

See Also