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title description author ms.topic ms.devlang ms.reviewer ms.search.keywords ms.search.form ms.date ms.author ms.service
Manage user settings and preferences as the administrator
Manage user settings and preferences in Dynamics 365 Business Central.
sorenfriisalexandersen
get-started
al
bholtorf
user settings, preferences, language, region, time zone, regional settings
9204,
04/01/2021
soalex
dynamics-365-business-central

Manage user settings and preferences

As an administrator, you can configure user settings in [!INCLUDEprod_short], similar to how individual users can manage their own preferences in the My Settings page.

Get an overview of all users in the Users list, and change individual settings by choosing the User Settings action for the relevant user.

Tip

The User Settings list shows the current settings for each user. To view or edit individual users, choose the View or Edit action.

The User Settings Card page is similar to the My Settings page that each user has access to, and it is a powerful tool for you as the administrator for setting default settings and clearing personalized pages, for example.

Types of user settings

User settings is not the same as user setup, which is about the user as an entity and the user's access in the system. Furthermore, user settings has nothing to do with a user's personalization, such as lightweight changes to the user interface. User settings determine the predefined settings for each user in various aspects of the way the application presents itself to the user. The following paragraph lists the five types of user settings and preferences that can be set by the individual or centrally by the administrator:

  • Company

    This setting determines the company to be logged into at the next login. A user can have access to multiple companies and can be active in several companies.

  • Role

    The role, or profile, describes the user's function in the company, such as Sales Manager, Bookkeeper, or Purchasing Agent. The profile then determines the user's role center, the home page that users will see when they sign in. The profile does not impact access rights to functionality in [!INCLUDEprod_short].

  • Language

    Defines the application language that [!INCLUDEprod_short] presents text, captions, and error messages in. If [!INCLUDEprod_short] users are synchronized from Microsoft 365, the language settings from Microsoft 365 are used, assuming that the user wants to use the same settings in Office products and [!INCLUDEprod_short]. The administrator can change the default setting, and each user can choose between available languages in the My Settings page. But they will be reset to the value from Microsoft 365 once the next synchronization is performed.

    If the language setting from Microsoft 365 matches a supported language in [!INCLUDEprod_short], this language will be chosen for the user.

    [!NOTE] You may have to install a language app for [!INCLUDEprod_short] to properly display the language. Therefore, it is a good practice to install the necessary language apps before any user logs in the first time so that they have a good experience from their first day. For more information, see the list of supported languages.

  • Region

    Defines how dates and numbers are presented in the [!INCLUDEprod_short] client, such as whether to use European or American date formats, or how to display the decimal sign and thousand separators in amounts. If [!INCLUDEprod_short] users are synchronized from Microsoft 365, the regional settings from Microsoft 365 are used, assuming that the user wants to use the same settings in Office products and [!INCLUDEprod_short]. An administrator or user can change these settings manually in [!INCLUDEprod_short], but they will be reset to the value from Microsoft 365 once the next synchronization is performed.

  • Time zone

    Defines the time zone in which the user is located. Currently this is not synchronized from Microsoft 365 and must be set manually.

  • Teaching tips

    [!INCLUDE ua-teachingtips] As an administrator, you can switch off teaching tips for all users, such as if you are in process of onboarding users who are already familiar with [!INCLUDE prod_short].

Note

If a Microsoft 365 user synchronization is made while users are logged into [!INCLUDEprod_short], these users must refresh the browser or log out and back in to [!INCLUDEprod_short] to see a potential different language set by the synchronization action.

Overview of all user-specific changes

As the administrator, you can get an overview of individual changes to [!INCLUDE prod_short] that each user might have made to various pages in [!INCLUDE prod_short]. As users make changes to their experience in [!INCLUDE prod_short], these changes will be reflected in the User Personalizations list.

To review or delete user personalizations

  1. Choose the Search for Page or Report. icon, enter Personalized Pages, and then choose the related link.
  2. This shows the list of users and their personalized pages. To clear a user's personalization, click the relevant row, or choose Manage, and then choose Delete.

This deletes the personalization, and the user's experience of the relevant page returns to the default state.

See Also

Getting Ready for Doing Business
Country/regional availability and supported languages
Changing Language and Locale

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