Hi,
I have a question regarding Field Level Security in Business Central.
How we can hide access of the particular field for specific user like for example, I want to allow my X user to only he can create customer but not allow to enter credit limit amount field because we have a separate Y user for this job. so how it can be achieved in Business Central.
Thanks & Regards
Saqib Hassan
Hi Hassan,
If you are still struggling with Field Level Security here is a friendly suggestion for you to try out. It is called BC X-RAY and it is an extension for Business Central. My organization is very pleased with it so why not try it out and see it yourself. It also has some other additional features that you might find interesting.
You can try it out and test it for free as they provide a 30 days free trial.
Best of luck!
You can find the extension on Microsoft Appsource: https://appsource.microsoft.com/da-dk/product/dynamics-365-business-central/PUBID.tools4bc%7CAID.bcxray%7CPAPPID.b1e69cf4-a407-48a8-b4e0-ceb75fd52c01?tab=Overview
I am sorry but the solution that Daniele describes is not a part of the system. So I do not know why he answers as he does.
You can have record level security in Business Central but the field level security is not part of the standard product.
hi
to restrict access to a specific field in Business Central for a particular user, you can use Field Level Security. Here are the steps to achieve this:
Open the "Field Security Profiles" page in Business Central.
Create a new field security profile or select an existing one.
In the "Field Security Profile Card" page, click on the "Fields" action tab.
Select the table containing the field you want to restrict access to (in this case, the "Customer" table).
Locate the field you want to restrict access to (in this case, the "Credit Limit" field) and select it.
Click on the "Edit Permissions" action tab.
In the "Permission Sets" page, select the permission set you want to restrict access to (in this case, the "X User" permission set).
Uncheck the "Read" and "Insert" checkboxes for the field.
Click "OK" to save the changes.
Now, the user with the "X User" permission set will be able to create customers but will not be able to view or enter data in the "Credit Limit" field. The user with the "Y User" permission set will have the necessary permissions to view and edit the "Credit Limit" field.
DAniele
Hi,
As pe my knowledge there is no out of box setting where you can setup this.
There are add-ons available that you can purchase and use.
Otherwise you can achieve this easily with development and permissions module.
e.g. one of the solution in your case; you can create a new page that have credit limit amount field not editable. Assign this new page to user X and remove the execute permissions of original page from user X.
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