Roles

Article
09/25/2015

Microsoft Dynamics NAV comes with pre-configured Role Centers to fit many of the fundamental roles in companies. These Role Centers provide a place for many employees to begin working in Microsoft Dynamics NAV. They allow you to get an overview of your task load, such as sales orders waiting to be posted, as well as easy access to task pages, notifications, and e-mail.

Your administrator assigns you a role and can customize your Role Center to ensure that it presents the information you need for your job. Then you can adjust the user interface to fit your work habits.

The following topics provide an overview of all the standard roles for which Role Centers exist, with links to the process overview topics that support the role. The role-specific overview topics function as an alternative to the Departments-specific view.

For small businesses where a low number of users do not need separate Role Centers, a special Role Center is provided where both the company owner and the bookkeeper, for example, can perform all work tasks. This is referred to as the Small Business Role Center.

Note

The Small Business Role Center is the starting place for Microsoft Dynamics C5 2016 and solutions using Simplified UX objects and is typically also the starting place for solutions based on the Simplified UX objects. For more information about Simplified UX, see Small Business Role Center.