Skip to content

Creating and Configuring Business Central Users

Info

The Business Portals includes two distinct user types: Business Portals for Business Central users and Web Portal users. This section provides information specifically related to Business Central users. For more informations about Web Portal users, see Creating and Configuring Web Users.

Business Central users have the capability to create and configure a new web portal directly through Business Central. These users can set up a completely new portal, configure language settings, design the layout of the web portal, manage user configurations, and more.

Creating a New Business Central User

To create a new Business Central user, follow these steps:

  1. In the Business Portals role center page, click on the Portal Setup in the ribbon bar.
  2. Navigate to the Users.
  3. Click on the New button to create a new user.
  4. Fill in the necessary information for the new user, including the user name and the email address.
  5. The language code will determine the language displayed for the user for the configured captions, such as captions in the Dataset.

  6. Check the rest option as necessary.

    Field Description
    Order Notification Role Center Send the user a notification in the role center when an order is placed.
    Order Notification E-mail Send the user an email notification when an order is placed.
    Service Function Enabled Allow the user to access a web user account with the web user data and configuration.

Service Function

The Service Function Enabled option allows the user to access a web user account with the web user data and configuration. This option is useful for users who need to access the web portal as a web user to test configurations or view the portal from a user's perspective. Which can be used to do troubleshooting or testing. This function can be accessed through the Business Portal Factbox in the Business Central respective customers.

See also