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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Personalizing the Home page by selecting the right role

Since Version 2010 of Dynamics GP, Microsoft has placed a strong emphasis on a user's role in both the organization and the software. Selecting the right role in the system presents many of the best Home page options by default.

A role is usually selected by default when a user is created and it's often wrong because at setup the focus is placed on job titles, not on tasks the user performs. Additionally, user's roles evolve and change over time. Fortunately, changing a user's role is easy, so we'll look at how to do it in this recipe.

How to do it...

To change a user's Home page role, complete the following steps:

  1. On the Home page, click on the Customize this Page link in the upper-right corner. ...

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