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Posted on by Chow

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we are using Business Central Dynamics 365 with multi company feature

is there a way to group user in user setup so it'd easier for us to manage posting period?

for example employee A and B in company 1 and employee C and D in company 2 with different posting period. this mostly used at month end to keep period open/close for different group of people.

we manually change them currently, but with more employees and more companies on board, it's getting hard to manage, without knowing who belongs to which company

thanks

Cynthia

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Dynamics 365 Business Central

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Martin Dráb 237,807 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Small and medium business | Business Central, NAV, RMS forum.

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DAnny3211 11,397 on at

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Hi Cynthia,

In Dynamics 365 Business Central, managing posting periods for multiple users across companies can become complex, especially without a grouping mechanism in the User Setup page. While Business Central doesn’t support native user grouping in the User Setup page, here are a few suggestions to streamline the process:

Use Dimensions or Custom Fields: You can add a custom field or use dimensions to tag users by company or department. This helps filter and identify users more easily.

Create a Power Automate Flow: Automate the update of posting periods based on predefined user groups. This can significantly reduce manual effort.

Develop a Custom Page or Extension: A developer can create a custom interface that allows you to manage posting periods by group, making it easier to apply changes in bulk.

Export and Edit in Excel: Use the Edit in Excel feature to quickly update posting periods for multiple users, especially if you maintain a separate list of user-company mappings.

Let me know if you'd like help setting up any of these options!

Best regards,
Daniele

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Sumit Singh 10,079 on at

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To automate the posting period updates in User Setup across multiple companies and user groups in Business Central, you can use a Job Queue approach with a minimal customization. Here's a precise and scalable solution:
This solution automates posting period updates in the User Setup table using a scheduled Job Queue and a custom Codeunit. It filters users by group or company, applies posting dates from a config table, and runs across multiple companies with minimal customization. This ensures consistent control and reduces manual effort during period-end processes.
Standard Job Queue Approach (with Minimal Extension)
Step 1: Create a Custom Codeunit

Develop a Codeunit that:

Loops through all users in the User Setup table.

Filters by a custom field like User Group or Company Code.

Updates the Allow Posting From and Allow Posting To fields based on logic or a config table.

Step 2: Create a Config Table (Optional)

Table: User Group Posting Period

Fields:

User Group Code

Posting Period Start

Posting Period End

This allows centralized control of posting periods per group.
Step 3: Register the Codeunit in Job Queue

Go to Job Queue Entries

Create a new entry:

Object Type to Run: Codeunit

Object ID to Run: Your custom Codeunit ID

Recurring: Yes

Frequency: Daily or as needed (e.g., month-end)

Set Company Name if you want to run it per company.

Step 4: Monitor Job Queue Logs

Use Job Queue Log Entries to track success/failure.

Add error handling in the Codeunit to log issues (e.g., missing user group).

Example Logic in Codeunit (Pseudocode)
foreach UserSetup in Company do
    if UserSetup.UserGroup = 'COMP1' then
        UserSetup.AllowPostingFrom := 01-Aug-2025;
        UserSetup.AllowPostingTo := 31-Aug-2025;
    else if UserSetup.UserGroup = 'COMP2' then
        UserSetup.AllowPostingFrom := 01-Jul-2025;
        UserSetup.AllowPostingTo := 31-Jul-2025;
    UserSetup.Modify();

Note: This response was created in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.
Mark the Answer as Verified if this is Helpful.

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Chow 226 on at

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thanks for the suggestion, i think dimension is the easiest way to solve my issue. i looked the setting, there isn't a way to add dimension in user setup. how do i tag a dimension to users?

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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User Setup is company specific data so I am not sure I understand the issue here, when you navigate to that company only those specific employees will be there and you setup that way.

If you are planning to do this setup in one company but transfer to other companies then you can use the Master Data Management Setup to transfer the data from one company to the other.

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-set-up-data-sync

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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There is no grouping in user setup.

However, there is a way to set up two "groups".

Group 1

Set blank on the Allow Posting From and Allow Posting To on most users.

They will take the value from General Ledger Setup - Allow Posting From and Allow Posting To.

Group 2

Set the Allow Posting From and Allow Posting To on the User Setup.

This means you only need to worry about users who have special need for posting on specific date on the User Setup.

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Dynamics_Decoded_Gokul 451 on at

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Hi Cynthia,

This can be achieved quite easily through a small customization.

We can leverage the User Security Group feature to map the required users under each group. Alongside this, we can introduce a custom table to define the start date and end date for each user group.

Once the data is updated in this table, the system can automatically update the User Setup table with the corresponding details, company-wise.

This approach would help reduce manual input effort and take us a step further towards process automation.

Thanks,
Gokulnath
mark this as answered if it suites your needs

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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Business Central doesn’t support grouping users in User Setup out of the box. Each user must be managed individually for posting periods.

If you want to handle this more easily, the typical approach is either:

Use User Groups + Permissions (to manage access, though posting dates are still per user), or

Build a custom extension that allows assigning posting periods by user group/company instead of user by user.

✅ Mark this as the verified answer if helpful.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, hope the following can give you some hints as well.

Dynamics 365 Business Central: How to use “Allow Posting From” and “Allow Posting To” in General Journal Templates – The third way to specify posting periods

https://yzhums.com/31052/

Thanks.

ZHU

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