Object Manager Advanced requires that you specify the roles that users can perform in the add-on and provide the list of these users.
Roles
To define user roles, go to Administration
> Roles
. In the window that appears, enter the appropriate roles and their descriptions. Object Manager Advanced includes the Consultant and Developer sample roles.
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Users
To set up users, go to Administration
> Users
. In the window that appears, fill in the fields as follows:
Code | Enter a code for the user. |
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Name, Initials, and E-mail | Enter the user’s name, initials, and e-mail, respectively. |
Default Role | A user can have a default role. This is used when you insert a new project. The code of the active user is placed in the corresponding role on the project card. |
My Objects Version List Filter | Users can specify filters that identify a specific set of objects. |
Short User ID | Enter the Microsoft Dynamics NAV user ID corresponding to the current user. |
Capitalized User ID | The capitalized user ID will be used in the object table’s ‘Locked by’ field. |