Manage user settings and preferences

As an administrator, you can user settings in Business Central, similar to how individual users can manage their own preferences in the My Settings page.

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 user's preferences 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.

• Profile (Roles)

  The 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 Business Central.

• Locale ID (Regional settings)

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

• Language

  Defines the application language that Business Central presents text, captions, and error messages in. If Business Central users are synchronized from Office 365, the language settings from Office 365 are used, assuming that the user wants to use the same settings in Office products and Business Central. An administrator or user can change these settings manually in Business Central, but they will be reset to the value from Office 365 once the next synchronization is performed.

  If the language setting from Office 365 matches a supported language in Business Central, this language will be chosen for the user.

  Note

  You may have to install a language app for Business Central 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.

• Time zone

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

Note

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

Overview of all user settings

Administrators have the option to set or change these settings for users in each company. This is done on the User Personalizations page. Records on this page will reflect the individual user's choices for the above settings, one record per user. As users make changes to their settings in the My Settings page, these changes will be reflected in the User Personalizations list. Administrators can also set these settings for users before they log in the first time, so users do not have to do it themselves, providing them a better getting started experience.

Note

User personalizations do not have anything to do with the personal lightweight changes a user can make to the user experience.

To review or make changes to user settings

1. Choose the icon, enter User Personalizations, and then choose the related link.
2. This shows the list of users and their settings. To modify a user's settings, click the User ID or choose Manage and then Edit.
3. The User Personlization card for the specific user's settings is shown and desired changes can be made.

See Also

Getting Started
Country/regional availability and supported languages
Changing Language and Locale