You can use end-user guidance to indicate which processes and activities are applicable to the user. To do so, assign solutions to any combination of company accounts, specific users, and a specific language. Based on the role and position setup, the relevant processes for the user are searched for in the defined solutions.

In the Role setup field, you can indicate which role setup is used to create the end-user guidance:

• The roles as assigned to positions and persons in the RapidValue organization setup for the solution.
• The D365 FO security roles. To be able to use this, only the role setup in RapidValue is required as well. You don't have to set up the organization in RapidValue. Make sure to link each role in RapidValue to a D365 FO security role.

Standard procedure

1.	Click Business process management.
2.	Click Guide.
3.	Click Add.
4.	In the Solution field, enter or select a value.
5.	In the Company accounts ID field, enter or select a value.
6.	In the User ID field, enter or select a value.
7.	In the Language field, enter or select a value.
8.	You can indicate which role setup is used to create the end-user guidance: - Organization: The roles as assigned to positions and persons in the RapidValue organization setup for the solution. - Security: The D365 FO security roles. To be able to use this, only the role setup in RapidValue is required as well. You don't have to set up the organization in RapidValue. Make sure to link each role in RapidValue to a D365 FO security role.
	In the Role setup field, select an option.
9.	Close the page.

Notes

You can create one guidance setup for each unique user.