Personalising your Views

Change default roles and personalise pages in Business Central so each user sees the right Role Centre, fields, actions, and layout.

Personalising your views

In Business Central (BC), users can modify the way the software looks by Personalising each page. This is applicable to the Role Centre and its sections, all page types; card, list, documents and their factboxes and ribbon options.

Prerequisites

Access to Business Central.

Default Role Centre

All users are defined a default role centre when their User ID is first assigned in the system. To check the default profile the users will have when logging in BC, this is what you will need to do:

1. Search Profiles (Roles) and then choose the related link.
2. You will see all the profiles available in the system. The Default profile is the profile which has the ‘Use as Default Profile’ field checked.

You can change the Default Profile by opening the Profile you want as the new default and setting the ‘Use as Default Profile’ field.

User Profiles

A user typically works with one role centre, but this can be changed as and when it is necessary. To change the role centre for a user, this is what you have to do:

1

Open User Personalization

Search User Settings.

Choose the related link.

2

Review the user list

Review the list of all users and their profiles.

3

Check the current Profile ID

Review the Role field.

This is the role centre the user is working with.

If it’s blank, the system assigns the Default Role Centre.

4

Edit the user

Select a user and select Manage > Edit.

5

Open the list of available roles

Select the (Assist Edit) button.

Review the list of all available roles.

6

Select the new role centre

Select the right Role and click OK.

To activate the new role centre, the user should close Business Central and reopen it again.

Page Personalisation

Each page can be modified by a User to display the fields and features most relevant to their job. This includes:

• Columns on List pages, i.e. adding Qty. on Reservation to the Item List.
• Moving fields on a Document Page, i.e. moving Location Code from the Shipping fastab to General tab.
• Hiding unnecessary Ribbon options.
• Adding a factbox to a page.

To apply personalisation:

• Navigate to the page you want to modify, choose the cog icon (top right) then Personalise.

If you want to modify existing fields and features on the page, hover over them and click on the small red triangle.

If you want to add hidden fields, click Fields, this opens the Add Field To Page sidebar. The first list that appears are the Recommended Fields. These have specifically been selected to be of interest. To see more fields click on Recommended Fields and select Advanced.

'Advanced' options

The Advanced option, when it opens, shows every field associated with the page that you are on. This will include the primary Business Central fields plus any from other installed extensions, i.e. Bevica. The icon to the right of each field tells you if that field is currently visible or not.