Managing Personalization as an Administrator

Users can personalize their workspace to suit their own preferences. As an administrator, you can control and manage personalization by:

  • Enabling or disabling the personalization feature for the entire the application (Microsoft Dynamics NAV Web client only). You cannot disable personalization on a global basis for the Microsoft Dynamics NAV Windows client.
  • Enabling or disabling the personalization feature for users of a specific profile.
  • Clearing any page personalizations that users have made.

Enabling or Disabling Personalization in the Microsoft Dynamics NAV Web client

By default, personalization is not enabled in the Microsoft Dynamics NAV Web client. To enable personalization, you modify the configuration file (navsettings.json) of the Dynamics NAV Web Server instance for the Web client to include this line:

"PersonalizationEnabled": "True"

If you want to disable personalization in the Web client, remove this line.

For more information about how to modify the navsettings.json file, see Modify the navsettings.json file directly.

Disabling Personalization for a Profile

You can prevent all users that belong to a specific profile from being able to personalize their pages.

  1. Choose the Search for Page or Report icon, enter Profiles, and then choose the related link.
  2. Select the profile in the list that you want to modify.
  3. Select the Disable personalization check box, and then choose the OK button.

Clearing User Personalizations

Clearing page personalization changes the page back to its original layout before any personalization was made. There are two ways to clear the personalizations that users have made to pages: using the Delete User Personalization page and using the User Personalization Card page.

To clear user personalizations by using the Delete User Personalization page

The Delete User Personalization page enables you to clear personalization on a per-page, per-user basis.

  1. Choose the Search for Page or Report icon, enter Delete User Personalization, and then choose the related link.

    The page lists all the pages that have been personalized and the user it belongs to.

    Note

    A check mark in the Legacy Personalization column indicates that the personalization has been done strictly by using Microsoft Dynamics NAV Windows client and/or it has been done in Microsoft Dynamics NAV Web client prior to Dynamics NAV. Users who try to personalize these pages by using the Microsoft Dynamics NAV Web client are locked from doing so unless they choose to unlock the page. For more information, see Why a page is locked from personalizing.For more information about personalization between the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client, see Working with personalization between the Dynamics NAV Windows and Web client.

  2. Select the entry that you want to delete, and then choose the Delete action.

    The user will see the changes the next time they sign-in.

To clear user personalizations by using the User Personalization Card page

The User Personalization Card page enables you to clear the personalization on all pages for specific user. This requires write permission to Table 2000000072 Profile.

  1. Choose the Search for Page or Report icon, enter User Personalization, and then choose the related link.

    The User Personalization page lists all users who potentially have personalized pages. If you cannot find a user in the list, this means that they do not have any personalized pages.

  2. Select the user from the list, and then choose the Edit action.

  3. On the Actions tab, choose Clear Personalized Pages.

    The user will see the changes the next time they sign-in.

See Also

Personalization Overview
Personalizing Your Workspace
Working with Dynamics NAV
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