![]() ![]() You can limit some users’ personalization access to adding, removing, or editing certain fields through permissions. Can you limit a user’s access to personalization fields? Then you can close out of that window and navigate back to the other browser tab with Business Central. A window will pop up that says the customization is complete. On the far-left side of the personalization bar in the screenshot below, you’ll notice that it says ‘Customizing Accounting Manager’, which reflects the role we’re customizing.Ĭlick ‘Done’ once you’re done personalizing the role. While in the ‘Profiles (Role)’ area for the specific role, click ‘Customize Pages’ and that will take you into a configuration mode, where you can customize the profile for the user. Yes, you can customize the role and set up default views for the role. ![]() If you open a specific role, you can enable or disable personalization. If you navigate to ‘Profiles (Roles)’ through the search bar, the list of profiles will be listed. This option is not available on all fields in personalization. The option to show under ‘show more’ or ‘show always’ will appear when clicking on the red triangle for the fields this option is available for. If for example, you don’t need to see it right away, but you would still like the option to see it on the page. This allows the field to be partially hidden. The fields will disappear when ‘Show less’ is selected. The ‘Show more’ and ‘Show less’ is selected when in the page itself. ‘Show always’ means it’ll always be showing by default and ‘Show more’ means it’ll only show when ‘Show more’ is clicked. In a Card Page, another option besides removing or hiding a field like the contact name, for example, is to have it be a visible field but only when ‘Show more’ is selected, instead of ‘Show always’. When you click Done in the personalization bar, the changes will take effect immediately. Modifying the freeze pain while in Personalization, you can change how many fields are locked in place.
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