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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Permission Setup
Small and medium business | Business Central, N...
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Permission Setup

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Posted on by Raja 36
Dear members, 
I have a requirement
 
User 1 must allowed to edit a vendor card or list page but not allowed to modify, edit or create preferred vendor bank account. User 2 must allowed to create, modify or edit a preferred vendor bank account but not allowed to edit a vendor card or list page.
 
Thanks in advance,
Raja.
 
 
Categories:
Dynamics 365 Business Central
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,032 Super User 2024 Season 2 on at
    Permission Setup
    The question here is do You really want to block for User 1 option to modify the field Preferred Bank Account on the Vendor card? Or You want to block him the permissions to add/modify the bank accounts registered for this Vendor. 

    If User 2 can create those bank accounts or modify, and user 1 can only provide the already created values on Vendor card, then 2 permissions sets should be easy to set up - as Valentin Castravet already showed in his comment.
     
     
    But if you want that User 1 can create/delete/modify anything in Vendor card, but cannot provide/change value in the Preferred Bank Account field, then You will need to create a modification and add a validation on this fields OnModify trigger. Maybe in User Setup add a field - Allow to change "Vendor Preffered Bank account" and only those users who will have the checkmark in this column in User Setup will be able to change this field.
  • gdrenteria Profile Picture
    gdrenteria 13,235 Most Valuable Professional on at
    Permission Setup
  • Suggested answer
    Satish Srivastava Profile Picture
    Satish Srivastava 61 on at
    Permission Setup

    1. Understand the Tables and Objects Involved

    • Vendor Card/List Page:

      • Vendor information is stored in Table 23 (Vendor).
      • The Vendor Card and Vendor List pages use this table for display and editing.

    • Preferred Vendor Bank Accounts:

      • Bank account information is stored in Table 287 (Vendor Bank Account).
      • These are managed separately from the vendor card but are linked to vendors.

    2. Create Custom Permission Sets

    You need two custom permission sets to segregate the required permissions.

    Permission Set for User 1:
    • Table 23 (Vendor):
      • Grant Read, Insert, Modify, and Delete permissions.
    • Table 287 (Vendor Bank Account):
      • Grant Read only (no insert, modify, or delete permissions).
    Permission Set for User 2:
    • Table 287 (Vendor Bank Account):
      • Grant Read, Insert, Modify, and Delete permissions.
    • Table 23 (Vendor):
      • Grant Read only (no insert, modify, or delete permissions).

    3. Assign Permissions to Users

    • Assign the custom permission set created for User 1 to the corresponding user account.
    • Assign the custom permission set created for User 2 to the corresponding user account.

    4. Test the Setup

    • Log in as User 1:
      • Verify that the user can edit vendor cards but cannot modify, create, or delete vendor bank accounts.
    • Log in as User 2:
      • Verify that the user can create, modify, and edit vendor bank accounts but cannot edit vendor cards or list pages.
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,388 Super User 2024 Season 2 on at
    Permission Setup

    You need to have two permission sets as follows:

    User 1 Permission Set:

    • TableData Vendor (23): Permission to Read/Insert/Modify/Delete
    • TableData Vendor Bank Account (288): Permission to Read only

    User 2 Permission Set:

    • TableData Vendor (23): Permission to Read only
    • TableData Vendor Bank Account (288): Permission to Read/Insert/Modify/Delete
     
     
  • Suggested answer
    PRao Profile Picture
    PRao 142 on at
    Permission Setup
    Prepared two different user permission set for both user and assign the permission set. 
     
     
     

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