Role Center page

Users are each assigned a Role Center page as their home page in NAV--the page where they land when first logging into NAV 2017. The purpose of a Role Center page is to provide a task-oriented home base that focuses on the tasks that the user typically needs in order to do his/her job on a day-to-day basis. Common tasks for any user should be no more than one or two clicks away.

The standard NAV 2017 distribution includes predefined Role Center pages, including generic roles such as the Bookkeeper, Sales Manager, and Production Planner. Some of the provided Role Centers are richly featured and have been heavily tailored by Microsoft as illustrations of what is possible. On the other hand, some of the provided Role Centers are only skeletons, acting essentially as place holders.

It is critical to understand that the provided Role Center pages are intended to be templates, not final deliverables.

Central to each Role Center Page is the Activities Area. The Activities Area provides the user with a visual overview of their primary tasks. Within the Activities Area are the Cues. Each blue Cue icon (containing a document symbol) represents a filtered list of documents in a particular status, indicating an amount of work to be handled by the user. The grey Cue icons (with no document symbol) display a calculated value.
The following screenshot shows a Role Center page for the user role profile of Sales Order Processor:

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