General description
The Role Center is the "default" screen for a given user after logging into the system. In the practice of a leasing company, this is assigned to users, for example, according to the department where the user works.
THERE is a relatively large number of pre-prepared rolecenters directly from Microsoft and 7 rolecenters for the OC system:
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OneCore - Sales Manager
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OneCore – Financing
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OneCore – Financing (All products)
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OneCore – Insurance
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OneCore – Funding
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OneCore - Migration
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OneCore – Rent Car Dispatcher
it is governed by the following rules:
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If a default profile (Profile ID) is set in User Customization, the user will be set to this role when logging into the system
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If the default profile (Profile ID) is not set in User Customization, the user will be assigned the role center that the user last used when logging into the system.
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If a user has permission to change the role center, they can do so via the settings (wheel) in the upper right corner of the screen and selecting My settings.
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After confirmation, the Edit - My Settings dialog box opens, where the user can select the role center in the Role field.
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When the AssistEdit button is pressed, a list of available rolecenters opens:
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After confirming and reconfirming My settings, the selected rolecenter is loaded.
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With the help of role-centers, it is possible to prepare a tailor-made menu for individual users in the system.
modification of the role of hubs by a user
The Role Center (start Page) in Microsoft Dynamics 365 Business Central serves as a master view tailored to a specific job role (e.g., Accountant, Sales Manager).
you can modify the Role Center in two basic ways: personalization (changes for a single user) or profile configuration (changes for the entire role by the administrator).
Ms Description: CUSTOMIZING Pages for Roles - Business Central | Microsoft Learn
Personal Editing (Personalization)
This method is used to personalize the experience for one specific user.
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Open the settings: Click the gear icon in the top-right corner.
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Start the mode: Select Personalize .
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Hide elements: Click the red arrow next to the block or array and choose Hide .
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MOVE elements: DRAG & drop sections or tiles to a new location.
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TO add fields: Click + Field (+ Field) in the top bar and drag the missing columns into the lists.
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To save your changes: Click Done (Done) in the red belt.
Administrative Customization (Profile Configuration)
An administrator or superuser can edit the Role Center globally for all users with that role.
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Search for profiles: Use the magnifying glass (Tell Me) and enter Profiles (roles).
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Select a role: Click the code for the specific profile you want to edit.
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Start the configuration: IN the top menu, click the Customize pages action.
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Visual: The system opens a new Business Central window in Design mode.
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Make changes: As with personalization, move, hide, or add elements and navigation links.
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Save for everyone: Click Close In the top bar to save your changes to your profile.
For general profile management: If you first need to understand how profiles and roles work in the system and how users are assigned to them, see Manage users and roles on Microsoft Learn.
What can be customized in the Role Center?
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Navigation menu: ADD, remove, or rearrange links to lists (e.g., Customers, Invoices).
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Cues tile: Hide unused statistics or change the color coding (e.g., green/red based on the number of overdue tasks).
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Charts and reports: EXCHANGE widgets, business intelligence charts, or favorites lists.
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BOOKMARKS: Click on a bookmark icon on any page in the system to add it directly to the main menu of the Role Center.
If you are planning more extensive functional modifications (e.g. creating completely new custom tiles or programming new sections), these are no longer implemented through the user interface, but by developing your own extension in AL (Application Language) using the Visual Studio Code development environment.