1. To-Increase Dynamics 365 for Finance & Operations
  2. Anywhere mobility studio
  3. Setting up and designing Anywhere mobility studio
  4. Set up general configuration

Set up roles and users

Set up roles and users to define basic authorization for the use of processes.

  • The role setup defines a set of processes that are applicable to this role.
  • The user setup defines in which company which roles are applicable to the user and what is the main menu for the user.


Administrator Administrator Start Start Set up roles Set up roles Set up the roles for the users in Mobility studio. Use roles to define which processes apply to which users: For each user, you can define the applicable roles. For each role, you can define the applicable processes. Procedure 1. Click Mobility management. 2. Click Role. 3. Click New. 4. In the Role field, type a value. 5. In the Text field, type a value. 6. Close the page. 7. Close the page. Are processes  already available? Are processes  already available? Add processes to roles Add processes to roles For each role, define the applicable processes. If a user logs on to a mobile app as built in Mobility studio, the user roles define which processes are applicable to the user. Procedure 1. Click Mobility management. 2. Click the Role/processes tab. 3. Click Add. 4. In the Role field, enter or select a value. 5. In the Application field, enter or select a value. 6. In the Process field, enter or select a value. Set up users Set up users Set up the users for the mobile apps that are built with Mobility studio. For each user, define: The main menu that is shown if the user logs on to the mobile device. Note: if no menu is available yet, you must define the user menu later on. The login settings to log in to the mobile app on a mobile device.The app run time mode. Does the app run from cache or on the configuration?For each applicable company, the roles of the user in the company. The roles define which processes are applicable to the user. If the user menu has processes that are not applicable to the user, these are not shown to the user on the mobile device. Procedure 1. Click Mobility management. 2. Click the Users tab. 3. Click Add. 4. Sub-task: Define general settings. 5. In the User ID field, enter or select a value. Note: Only use users for which a worker is defined. 6. In the Password field, type a value. 7. In the Warehouse field, enter or select a value. 8. In the Warehouse field, enter or select a value. 9. In the Company accounts ID field, enter or select a value. Note: The default company account is the one as defined for the user. 10. In the Menu field, enter or select a value. 11. In the Language field, enter or select a value. Note: The default language is the one as defined for the user. 12. Select No in the Enabled field. 13. Select Yes in the Transaction logging field. 14. In the Email address field, type a value. 15. Sub-task: Define login settings. 16. Select No in the Reset password at first login field. 17. Click Send password via email. 18. Select Yes in the Password expires field. 19. Define the number of days the password is valid after it is changed. In the Password valid days field, enter a number. Note: As a result, the password expiration date is calculated and shown in the Expiration date field. 20. In the Notify after days field, enter a number. 21. Select Yes in the Locked field. 22. Sub-task: Define app run time mode. 23. In the Run time mode field, select an option. 24. Sub-task: Define user roles per company. 25. Click the Companies tab. 26. Click Add. 27. In the Company accounts ID field, enter or select a value. 28. On the Roles tab, click Add. 29. In the Role field, enter or select a value. 30. Click the Available processes tab. 31. Close the page. End End Yes No

Activities

Name Responsible Description

Set up roles

Administrator

 		Set up the roles for the users in Mobility studio. Use roles to define which processes apply to which users:
  • For each user, you can define the applicable roles.
  • For each role, you can define the applicable processes.

Add processes to roles

Administrator

 		For each role, define the applicable processes.
If a user logs on to a mobile app as built in Mobility studio, the user roles define which processes are applicable to the user.

Set up users

Administrator

 		Set up the users for the mobile apps that are built with Mobility studio.
For each user, define:
  • The main menu that is shown if the user logs on to the mobile device. Note: if no menu is available yet, you must define the user menu later on.
  • The login settings to log in to the mobile app on a mobile device.
  • The app run time mode. Does the app run from cache or on the configuration?
  • For each applicable company, the roles of the user in the company.
The roles define which processes are applicable to the user. If the user menu has processes that are not applicable to the user, these are not shown to the user on the mobile device.

See also

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