Sunday, January 16, 2011

Changing and Copying a Home Page Role - Part 1

Part 1 of 2 - Changing and Copying a Home Page Role.

I was working with a client a few days aback and they have been on Microsoft Dynamics GP 2010 for quite a few weeks now. One of their users was moved from the accounts payable department to the accounts receivable department.

The IT staff wanted to change the configuration of her home page to look just like that of an existing user in this department, so of course, came the question..."How do we change her home page, and have her get the same links we have setup for all the other users in the group?".

Out of the box, Microsoft Dynamics GP allows you to change a user's role by clicking the Change Role... button under the Customize Home Page window.

Customize Home Page

Once you click on the Change Role button, you will receive a warning on effecting the changes, since all customizations and previous layout changes would be lost in the process of changing the user's role.

Change Role Warning

Since our goal was to move the user from role, this was the first task at hand. The company enjoyed standard links and settings for their users overall, so worring about loosing the previous links and settings was not an issue. Once we clicked the Ok button, we were at the Select Home Page window where we could move the user to the Accounts Payable role.

Select Home Page

Good so far! Now, how could we make a copy of all the settings established by the IT department for all users to this user profile? Tomorrow, I will show you a script that we wrote to achieve this.

Until next post!

Mariano Gomez, MVP
Maximum Global Business, LLC

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