Role Centres

Understand Bevica and Business Central Role Centres, choose the right profile, use Explore All, and change a user’s default role.

All users of Bevica are assigned a profile, displayed on their Role Centre. This reflects their business role, the department they work in, or another categorisation. Profiles allow administrators to define and manage centrally what different user types can see and do in the user interface, so they can perform their business tasks efficiently.

Profiles provide users with:

• A central place to understand what's important to their role
• Their own customised links
• At a glance KPI's, charts and embedded Power BI reports
• Tile information linked to transactions that need actioning
• Insights, Actions and Activity areas
• Ability to explore all areas of Bevica (permissions allowing)

In addition to a Role Centre, users have access to 'Explore All'. This gives an overview of all business features that are available for all roles including your own.

• On your Role Centre or any list page, choose the button to the right of the navigation bar, or press Shift+F12.
• In the Tell Me window, choose the Explore All action at the top.

Choose the Find action at the top of the role explorer to quickly locate feature names that contain a certain term.

For more information on Explore All, click Role Explorer.

Bevica Role Centres

Four Role Centres have been designed specifically for Bevica:

• Bevica

  This is a profile that highlights both Finance and Operations. Pages on this profile have not been customised.
• Bevica Operations

  This is a profile that highlights Purchasing, Sales and Inventory. Pages on this profile have been pre-customised to display the primary fields and options used by Bevica. This is a good profile to use if you are new to Bevica and want to be able to easily see and navigate the primary areas of the software.
• Bevica Finance

  This is a profile that highlights Finance with some links to Purchasing, Sales and Inventory. Pages on this profile have been pre-customised to display the primary fields and options used by Bevica. This is a good profile to use if you are new to Bevica and want to be able to easily see and navigate the primary areas of the software.
• Bevica Administrator

  This Role Centre primarily highlights data migration and technical areas of the software.

Other useful Role Centres

• Business Manager

  This is a profile that highlights Finance, Purchasing and Sales.
• Accountant

  A general finance profile, where a user has tasks across all financial operations. Functionality for finance staff performing any AR or AP work and managerial reporting.
• AR Administrator

  This profile is for users whose sole role is managing sales ledger operations. Functionality for finance staff administrating AR work, such as verifying shipment paperwork, creating invoices, and collecting outstanding payment.
• AP Coordinator

  This profile is for users whose role is managing purchase ledger operations. Functionality for finance staff coordinating AP work, such as verifying paperwork, applying criteria from the accounting manager to determine which invoices to pay, processing supplier payments, and reconciling bank statements.
• Purchasing Agent

  The Purchasing Agent profile highlights all purchase operations and inventory management. Functionality for purchasing activities, such as inventory, ordering new stock, confirming order receipts, and researching suppliers.
• Sales and Relationship Manager

  This profile concentrates on CRM information and activities; Contacts, Opportunities, Campaigns and Sales Quotes/Orders.
• Sales Order Processor

  Order processors managing sales operations. Full functionality for order processors in the Sales department.
• President - Small Business

  Aimed at providing a financial overview of the business with an emphasis on KPI's, reporting and Charts. Functionality for all typical business activities including business management.
• Shipping and Receiving - WMS

  Functionality for warehouse employees in basic location configurations in charge of shipping and/or receiving against orders while supervising other warehouse employees.

Customising the Role Centre

Administrators can customise pages within a profile, according to the related business role or department, for example, so that all users that are assigned the profile will see the customised page layout. The administrator customises pages by using the same functionality as users do when they personalise pages.

Administrators can clone a standard Profile and customise that if necessary.

For more information on how to work with profiles, click Personalising Role Centres.

To change Role Centre

1. In the top right corner, under the Settings menu, choose My Settings.
2. In the My Settings window, in the Role field, select the Role Centre that you want to set as the standard. For example, select Accountant.
3. Choose the OK button.
4. Sign out of Bevica and then sign in again to have the change take effect.

For more information on how to work with profiles, click Managing Profiles.

Copying a Bevica Role Centre

It is possible for an administrator to copy the Bevica and Bevica Administrator role centres and create a new one to customise. To do this:

1. Search for Profiles (Roles).
2. Select the role you'd like to copy, and select Copy profile in the ribbon.
3. Enter a Profile ID and Display Name.

Note that the Bevica Finance and Bevica Operations role centres cannot be copied.