---
title: "Set up solution context"
slug: "set-up-solution-context"
description: "Create tailored end-user guidance in D365 F&SCM by linking roles to solutions, ensuring relevant processes for each user and language."
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T13:43:53Z
published: 2026-03-20T17:46:46Z
canonical: "docs.staedean.com/set-up-solution-context"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up solution context

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 F&SCM 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 F&SCM security role.

### Steps

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:

In the **Role setup** field, select an option.
  - **Organization**: The roles as assigned to positions and persons in the RapidValue organization setup for the solution.
  - **Security**: The D365 F&SCM 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 F&SCM security role.
9. Close the page.

> [!NOTE]
> Notes
> 
> You can create one guidance setup for each unique user.

## Related

- [Set up end-user guidance](/set-up-end-user-guidance.md)