You may also be wondering how you can simplify and systematize work processes in your company.
Here offers Microsoft Dynamics NAV 2017 with the Roll and Authorization concept significant relief.
The Roll center serves as the start page in Navision and, depending on the role of the respective employee, contains the most important menu items and fields of activity in the view.
In addition to a standard role that is defined, you can create different roles, such as accountant, purchaser or warehouse employee. Each employee can then be manually assigned to a role and the view in NAV changes accordingly. This has the advantage that a separate role does not have to be created for each (new) employee.
With the corresponding Authorization is used to define which read and editing rights the respective employee receives. Navision provides standard authorization roles to which employees can be individually assigned. You can also create your own authorization roles, e.g. the "Warehouse worker" role. Here you can specify which warehouse the employee has which access rights to. Several assignments are possible. It is also possible to control what the employee can and cannot see.
In addition, so-called Authorization groups form. An "Warehouse worker" authorization group can therefore be created, to which certain employees are then assigned. In order to be able to make adjustments to the authorizations, this only needs to be done once in the authorization group and is then applied to all employees in this authorization group.
If you have any further questions about the role and authorization concept in Microsoft Dynamics NAV 2017 have, so Contact us You are welcome to contact us!
