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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Roles and Permissions
Small and medium business | Business Central, N...
Suggested answer

Roles and Permissions

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Posted on by CU16041326-0 2

Hello everyone,

 

I need help configuring user roles and permissions in Business Central.

 

I want to assign very specific access levels for different users

  • User A

    Should have access only to the Purchase and Warehouse modules.

    They should not be able to see or open any Sales pages (e.g., Sales Quotes, Sales Orders, or any other sales-related documents).

  • User B

    Should have access only to the Warehouse module.

    They must be able to perform all warehouse-related transactions and review entries, but must not have access to any other functional areas

 

I would like guidance on:

 

  1. How to properly configure these restrictions using permission sets / security roles, and

  2. What is the best approach for maintaining such strict module-based user access in Business Central.

Any advice, recommended practices, or examples would be greatly appreciated.

 

Thank you,

Suketu


 
Categories:
Dynamics 365 Business Central
Microsoft Dynamics NAV
I have the same question (0)
  • Suggested answer
    Pallavi Phade Profile Picture
    Pallavi Phade 2,857 on at
    Roles and Permissions
    Namaste @CU16041326-0
     
    Create new permission set for Purchase , Warehouse seperately
     
    Remove Super , D365 Full Access ., D365 Bus. Access , Add basic login access .
     
    Add below permsision setss for Purchase 
    Considering trnasactions , masters 
     
    D365 PURCH DOC, EDIT Dyn. 365 Create purch. doc. System Base Application
    D365 PURCH DOC, POST Dyn. 365 Post purchase doc. System Base Application
     
    Permission Set Name Type Extension Name
    D365 ITEM AVAIL CALC Calculate item availability System Base Application
    D365 ITEM, EDIT Dynamics 365 Create items System Base Application
    D365 ITEM, VIEW Dynamics 365 View items System Base Application
    D365 VENDOR, EDIT Dynamics 365 Create vendors System Base Application
    D365 VENDOR, VIEW Dynamics 365 View vendors System Base Application
     
     
     
    Add below permission set for Warehouse 
     
    Considering trnasactions , masters 
    Permission Set Name Type Extension Name
    D365 WHSE, EDIT Dynamics 365 Create warehouse System Base Application
    D365 WHSE, SETUP Dynamics 365 Setup warehouse System Base Application
    D365 WHSE, VIEW Dynamics 365 View warehouse System Base Application
     
     
    Permission Set Name Type Extension Name
    D365 ITEM AVAIL CALC Calculate item availability System Base Application
    D365 ITEM, EDIT Dynamics 365 Create items System Base Application
    D365 ITEM, VIEW Dynamics 365 View items System Base Application
    D365 VENDOR, EDIT Dynamics 365 Create vendors System Base Application
    D365 VENDOR, VIEW Dynamics 365 View vendors System Base Application
     
    D365 INV DOC, CREATE Dyn. 365 Create inventory doc System Base Application
    D365 INV DOC, POST Dyn. 365 Post inventory doc System Base Application
    D365 INV, SETUP Dyn. 365 Inventory Setup System Base Application
     
     
    Add Profiles to user Purchase
     
    Add profile to user Warehouse
     
    Regards
    Pallavi Phade

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