Microsoft Dynamics AX and the Enterprise Portal framework include customizable home pages called Role Centers. Role Centers display specific data, reports, alerts, and common tasks associated with a user's role in the organization. Users can access Role Centers from the Microsoft Dynamics AX client or from an Enterprise Portal Web site.

Role Centers are installed, along with the Enterprise Portal framework, using Setup. When you install Role Centers and the Enterprise Portal framework, you must also install either Microsoft® Windows® SharePoint® Services or Microsoft Office SharePoint Server. The SharePoint Products and Technologies enable Role Centers to host Web parts, which are the individual pieces that display information on the page. Users can add Web parts to Role Center pages, and customize the individual Web Parts to create a page that fits their needs. For more information, see Page components.

Complete the following tasks to administer Role Centers.

Task

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Install Role Centers and the Enterprise Portal framework

See "Install Enterprise Portal and Role Centers" in the Microsoft Dynamics AX 5.0 Installation Guide.

Understand how security is enforced for Role Centers

Content displayed on Role Centers is enforced by Microsoft Dynamics AX security features, including user groups, permissions, and record-level security. For more information, see Role Center security.

Deploy Role Centers

See Deploy Role Centers.

Enable the default user profiles in Microsoft Dynamics AX

A user profile is a set of default information for a specific role in an organization, such as chief financial officer or accounting manager. The user profiles determine the content that is displayed on Role Center pages. For more information, see Select default profiles for Role Centers.

Assign users to profiles

When you assign a user to a profile, you specify which Role Center the user sees when they open the Microsoft Dynamics AX client or an Enterprise Portal Web site. For more information, see Assign users to Role Center profiles.

Configure Role Center Web parts

You can import, export, or edit Cues and quick links for users to view using Web parts. You can also enable users to view reports on their Role Center pages. For more information, see Manage Role Center Web parts.