PrintVis Role Centers - Profiles

Summary

In Business Central, all users are assigned profiles that reflect their business roles, departments, or other categorizations. Profiles allow administrators to manage what different user types can see and do in the user interface, enabling efficient task performance.

A Role Center gives users quick access to information pertinent to their daily work, displaying relevant data and facilitating navigation to necessary pages for tasks.

PrintVis extends this functionality by providing specific Role Centers for various user roles in a printing company.

Available PrintVis Profiles

The screenshot below shows the list of available PrintVis profiles:

In this document, the term "Profile" encompasses both roles and profiles, referring to the same concept.

Usage

PrintVis profiles aim to provide access to specific print production-related areas of PrintVis and Business Central. If a company wishes to create custom profiles, it is recommended to copy an existing profile with the required access and modify it, keeping the original PrintVis profiles intact.

Profiles are assigned to users under "User Settings" (field "Role"). If no profile is assigned, the default profile is used. Profiles can be copied and saved under a custom name on the Profiles page.

Common PrintVis Profiles

• PrintVis Admin Profile
  For setting up and administrating PrintVis. Access all setup areas, including RapidStart/Assisted setup.

• PrintVis Coordinator Profile
  For customer service and scheduling. Manages typical requests and order management tasks, including purchase and inventory.

• PrintVis Shop Floor Worker Profile
  For production staff, providing access to production information and shop floor data collection.

PrintVis role profiles

This table describes the PrintVis profiles, also known as Role Center roles, what they are designed for, who should use them, and whether the role includes UI simplifications.

Role profile overview

Profile	Designed for	Typical users
PrintVis Admin	System-wide PrintVis administration, setup, and monitoring.	ERP admins, solution owners, super users.
PrintVis Accounting	Finance and bookkeeping activities, approvals, and financial reporting.	Bookkeepers, AP/AR accountants, finance operations.
PrintVis Coordinator	Coordinating cases, order flow, and complaint follow-up.	Production coordinators, operations coordinators, customer service coordinators.
PrintVis Estimator	Estimation and quote-related activities in case flow.	Estimators, prepress and quote specialists.
PrintVis Customer Sales Services*	Sales and customer-service-focused case handling with reduced complexity.	CSR users, inside sales, order desk.
PrintVis Planner	Capacity and production planning, planning board, and production plan execution.	Production planners, schedulers.
PrintVis Purchaser	Procurement-focused workbench for vendor and purchasing processes.	Buyers, purchasing agents.
PrintVis Sales & Relationship Manager	CRM and pipeline-oriented sales relationship management.	Sales managers, key account managers.
PrintVis Warehouse Worker	Shipment and warehouse execution tasks.	Warehouse operators, shipping clerks, dispatch users.
PrintVis Legacy ShopFloor Manager	Legacy shop floor supervision and monitoring.	Shop floor supervisors using legacy UI.
PrintVis Legacy ShopFloor Worker	Legacy operator role for registration and shop floor execution.	Shop floor operators using legacy UI.
PrintVis ShopFloor Worker	New ShopFloor UI role for clocking, activity, and worksheet execution.	Shop floor operators on the current ShopFloor UI.
PrintVis Onboarding	Guided initial setup and onboarding workflow.	New implementations, onboarding admins, rollout teams.

*PrintVis Customer Sales Services

This profile is designed to simplify the user experience for sales and customer service personnel. The Case Card has been streamlined by hiding fields, actions, and functionality that are primarily intended for production, planning, estimation, or other advanced PrintVis processes. By removing features that these users typically do not need, the interface becomes cleaner, easier to navigate, and more focused on creating and managing customer orders. Similar simplifications are also applied to the Case List, job views, planning pages, and shipment pages, helping users concentrate on their daily sales and customer service tasks.

PrintVis Admin Profile

This profile is designed for users who build and maintain the PrintVis setup. It allows access to all setup areas and the initiation and control of the initial PrintVis setup.

To select the PrintVis Admin role/profile: 1. Click the gear icon in the upper right-hand corner of the screen.

1. Choose "PrintVis Admin" from the role options.

1. Click "OK" to access the Admin Role Center.

Main Menu

Access major PrintVis and Business Central areas to create case examples, items, purchase orders, and other tests for setup changes.

Actions

In this area, all relevant PrintVis setup options are accessible, grouped by specific topics:

Menu Topic	Description
PrintVis General	Essential settings not part of another group, including: PrintVis Assisted Setup, General Setup, User Setup, Cost Center Setup
Estimation	Estimation-related setup, including: Order Types/Product Groups, Calculation Units, Component Types, Additional Rates
Scheduling/Planning	Planning-related setup, including: Capacity Units and Groups, Planning Units, Opening Hours and Profiles
Job Costing	Job costing-related setup, including: Units of Measure, Job Costing Journals, Shop Floor Setup
Invoicing	Job invoicing-related setup, including: G/L Posting Setup, Invoice Templates, and BC General/Inventory Posting Setup
Case Management	Setup related to status flow, including: Status Code Setup, Responsibility Areas Setup, Planning Unit Setup
Materials	Item-related settings, including: Item Qualities, Item Types Codes, BC Item Templates
Tools / Dies	Tool and die-related settings and the Tools/Dies themselves
Web2PrintVis	Back-end and front-end related settings
Customer Setup	Customer-related settings
Reports/Documents	Storage, Report, and PV Document setup-related settings
PrintVis System	System settings not relevant for the above menus

Insights

Provides direct access to related and important setup areas/tables, with a tile showing the number of entries and opening the table with one click.

PrintVis News

Direct links to PrintVis documentation, such as release information and documentation on the PrintVis Support Portal.

PrintVis Information

Displays more PrintVis-related information, including the version of the currently installed PrintVis base app.