Create Role Center

Follow these steps to create the new Role Center:
1. In Microsoft Dynamics AX, navigate to System Administration >Setup > Enterprise Portal > Website. Click the Enterprise Portal record and click View in browser. The Enterprise Portal will open in a browser.

2. On the Site Actions menu, click More Options. A dialog box that contains a list of the items that you can create is displayed.

3. Click Page and All Categories under Filter by:.

4. Click Web Part Page, and then click Create.

5. Name the new page EPCAORoleCenter.

6. Choose Header, Footer, 3 Columns as the Layout Template.

7. Select Enterprise Portal for the Document library.

8. Click Create to create the new page. The new webpage will load.Click No to disable Autocomplete. 

9. Create a URL object in Microsoft Dynamics AX 2012 to reference this new web page. In the Microsoft Dynamics AX 2012 AOT,navigate to Web > Web Menu Items > URLs. Right-click the URLs node and select New URL.

10. Open the Properties window for the new URL and set its Name to EPCAORoleCenter.

11. In the HelpText type CAO Role Center.

12. In the URL type Enterprise%20Portal/EPCAORoleCenter.aspx.

13. Set ConfigurationKey to LedgerBasic.

14. Set HomePage to Yes.

15. Save the URL.

16. Make a new user profile to relate to this Role Center. Navigate to System Administration > Common > Users > User profiles.Create a new record.

17. Set Profile ID to CAO.

18. Set Description to Chief Accounting Officer.

19. Set Role Center to EPCAORoleCenter.

20. Assign users to this profile with the Add User button. For the purposes of this lab, assign your own user. Click on File > Tools >Options to see your current user ID. 

Regards,
Hossein Karimi