Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 304 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 260 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
NAV 2013 Webclient Role Center Customization
wellington
Member Posts: 10
Hello Experts,
I need help with customization of Webclient Rolecenter in NAV 2013. I believe whatever Rolecenter and Profile I assign to the RTC User, will apply to the Webclient user as well. Please confirm whether this is true or not.
I want to add two Webclient users in such a way that one webclient user can create Sales Quote, and another webclient user can update Prices on the Sales Quote.
This is what I did to achieve it.
(1) Created two windows users, called them SalesManager, SalesUpdater
(1) Created two role centers, called them SalesQuoteManager, SalesQuoteUpdater.
(2) Created two profiles, called them Sales Quote Manager, Sales Quote Updater.
(3) Assigned respective Rolecenters to respective Profiles from the Profiles Screen. Set their Owner IDs as SalesManager and SalesUpdater respectively.
(4) Logged in as SalesManager, configured its RoleCenter. Logged Off.
(5) Logged in as SalesUpdater, configured its RoleCenter. Logged Off.
Now, even though I run webclient from SalesManager or SalesUpdater Login, it shows Default Rolecenter instead of the customized one.
Can you please find out any problem in the process I am doing for Webclient Rolecenter customization? Please let me know. Any links in this regards are also welcomed.
Thanks in advance.
I need help with customization of Webclient Rolecenter in NAV 2013. I believe whatever Rolecenter and Profile I assign to the RTC User, will apply to the Webclient user as well. Please confirm whether this is true or not.
I want to add two Webclient users in such a way that one webclient user can create Sales Quote, and another webclient user can update Prices on the Sales Quote.
This is what I did to achieve it.
(1) Created two windows users, called them SalesManager, SalesUpdater
(1) Created two role centers, called them SalesQuoteManager, SalesQuoteUpdater.
(2) Created two profiles, called them Sales Quote Manager, Sales Quote Updater.
(3) Assigned respective Rolecenters to respective Profiles from the Profiles Screen. Set their Owner IDs as SalesManager and SalesUpdater respectively.
(4) Logged in as SalesManager, configured its RoleCenter. Logged Off.
(5) Logged in as SalesUpdater, configured its RoleCenter. Logged Off.
Now, even though I run webclient from SalesManager or SalesUpdater Login, it shows Default Rolecenter instead of the customized one.
Can you please find out any problem in the process I am doing for Webclient Rolecenter customization? Please let me know. Any links in this regards are also welcomed.
Thanks in advance.
0
Answers
I have resolved the issue I had with the rolecenter. I had not associated the Profiles to respective users on the User Personalization page. Once I did that it started working.
Thanks.