Customize Pages for Profiles

Users can personalize pages that make up their workspace to suit their own preferences. For more information, see Personalize Your Workspace.

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

Note

The typical business use of a profile is a role. A profile is therefore named Profile (Role) in the UI.

Page customization starts from the Profiles (Roles) page, the administrator's starting point for managing users' profiles on individual profile cards. In addition to customizing the page layout, you control various other settings for profiles on the Profile (Role) page for each profile. For more information, see Manage Profiles.

To customize pages for a profile

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Profiles (Roles), and then choose the related link.

  2. Select the line for the profile that you want to customize pages for, and then choose the Edit action.

  3. Choose the Customize pages action.

    Business Central opens on a new browser tab for the selected profile with the Customizing banner activated. The Customizing banner offers the same functionality as the Personalizing banner that is available to users.

  4. Customize pages according to the needs of the role or department in question in the same way as a user would do when personalizing. For more information, see Personalize Your Workspace.

    Note

    To navigate during personalization, use Ctrl + Click on an action if it is highlighted by the arrowhead.

  5. When you have finished changing the layout on one or more pages, choose the Done button on the Customizing banner.

  6. Close the browser tab.

The customization of pages is now recorded for the profile.

To view all customized pages for a profile

You can get an overview of which pages are customized for a profile, for example to plan which to customize further or delete.

  • On the Profile (Role) page, choose the Manage customized pages action.

On the Customized Pages page, you can delete customizations, and you can troubleshoot by scanning for potential issues.

To delete all customizations for a profile

You can cancel all customizations that you have made for a profile. Customizations introduced with an extension and personalizations made by a user will not be deleted. You can delete all personalizations with another action. For more information, see To delete all personalizations made by a user.

  • On the Profile (Role) page for a customized profile, choose the Clear customized pages action.

The layout on pages for the profile is reset to the default layout.

To delete customization for specific pages for a profile

You can delete individual page customizations that you have made for a profile. Customizations introduced with an extension and personalizations made by a user will not be deleted. You can delete specific page personalizations with another action. For more information, see To delete personalizations for specific pages.

  1. On the Profile (Role) page, choose the Manage customized pages action.
  2. On the Customized Pages page, select one or more lines for page customizations that you want to delete, and then choose the Delete action.

The layout on the selected pages is adjusted to the changes you made.

See Also

Personalize Your Workspace
Manage Profiles
Change Basic Settings
Change Which Features are Displayed
Working with Business Central

Note

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