Hide Department Menus From Certain Users

Excepti0nal

I probably know the answer to this but I wanted to check before I completely ruled it out. Is there any possible way to hide the financial management and HR menus from certain users easily? I know you can add each individual page to the permission set but I would like to know if there is a different way with 2013. Again I only need to do this for certain users. For example, sales people do not need to see bank account info or social security #'s of employees in HR. Thanks

kellygurll

Create a new profile for the salesmen. I copied the SALES MANAGER profile and called the new one: SALESMEN.

Set yourself as the owner of this profile.

Go into config mode for this profile. To do this, create a desktop shortcut with these properties:
"C:\Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -profile:"SALESMEN" -configure

Launch NAV with this desktop shortcut and then customize this profile. Any changes you make to the profile in the Config mode will affect all users. Remove Departments, and any other extraneous information.

Then under User Personalization, set this SALESMEN profile as the profile ID for those users as required.

ifonly

Is this possible in 2009 R2 as we would also like to prevent users going in to certain Departments

Excepti0nal

Thank you for the reply! However I have already tried this and it will remove the search capabilities to search the sales dept etc that they should have access to. I currently have the users deployed this way but they need to be able to search the depts. Any other ways?

casanova

after we set in the configuration mode (let's say it's in Database 1)
and then for this role center,i also want it apply for Database 2
how to do that?
is there any config file?

Excepti0nal

I believe you can export the roles from database 1 and import them into database 2 under Administration ->Roletailored Client

casanova

Excepti0nal wrote:

I believe you can export the roles from database 1 and import them into database 2 under Administration ->Roletailored Client

ok. got it
thanks

Excepti0nal

No problem

kellygurll

I tested it for NAV 2009, you cannot remove the Departments menu (I don't think it was R2).

kellygurll

And I just tested it for NAV 2009 R2, you can delete the Departments menu.