Basic user permission sets

(1) Share

Report

Posted on by AN-01071315-0

I am working on permission sets that I will be applying via Security Groups.

I want to start with a blank canvas so no-one can access anything. Then record each separate function into a suit of Permission Sets and assign the relevant Sets to the relevant Security Groups.

I read about SYSTEM APP - BASIC allowing users to log on, but not have Role Centre access, so I created a Role Centre Set, granting access to our relevant Role Centres and "Including" SYSTEM APP - BASIC. All good so far...

My test user already has AUTOMATE - EXEC, EXCEL EXPORT ACTION, LOCAL and LOGIN rights and is a member of a Security Group that grants my created Role Centre Permission Set.

Now, I started to create a General Journal Posting Permission Set, through Recording. I made sure to go into the relevant drop down fields (GL Code, Cost Centre etc) so I accessed those tables. I even did preview posting before posting. I thought I'd covered all possibilities.

But when I tried to preview post a journal, using my test user, I had a permission error accessing Table Data 700 Error Message and 701 Error Message Register. I added each required permission until I got the error messages showing what was wrong with my journal.

Now, having done that, I have a Permission Set for General Journals that incudes the various Error Message access rights. However, each different Permission Set I create going forward will need to include those as well, so any user that does not have rights to post General Journals can still see error messages if they occur.

What I really need is a Permission Set to give me all of the "system" Tables/Table Data/Codeunits/Pages etc but no access to any "data". By "system", I mean login rights, error messages, Personalise etc. I can then grant all users access to that Set, knowing that any errors etc will be viewable by all.

I have gone through a lot of the System Permission Sets looking for one that would give me what I want. The closest I got was D365 BASIC, but this allowed viewing of Chart of Accounts, Items, Vendors etc which I would like to restrict.

Can anyone advise how this can be achieved?

Categories:

Dynamics 365 Business Central

All responses (4)

Answers (0)

Jun Wang 7,721 Super User 2025 Season 1 on at

Like (0)

Report

Basic user permission sets

for basic user permission to start with, you could check out the one below.

then you could create a customized permission set by excluding individual tables, pages, code unit etc.

Jun
YUN ZHU 81,970 Super User 2025 Season 1 on at

Like (1)

Report

Basic user permission sets

I personally do not recommend doing this, because Microsoft will add some features and UI changes with each upgrade. If you do this, you must retest each version, otherwise it will cause permission errors.

I suggest reverse control, such as which functions need to be disabled.

Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)

https://yzhums.com/30562/

Hope this helps.

Thanks.

ZHU
Valentin Castravet 28,029 Super User 2025 Season 1 on at

Like (1)

Report

Basic user permission sets

There is no quick way of doing that nor is there an out of the box permission set that can do that. You can either create a new permission set from scratch, or take the Basic permission set and use the exclude functionality to exclude things such as the chart of accounts, items, vendors, etc.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Gerardo Rentería Ga... 17,839 Most Valuable Professional on at

Like (0)

Report

Basic user permission sets

Hi

I hope it helps you, you could support yourself in recording actions and visualize what permissions you should use.

Define granular permissions - Business Central | Microsoft Learn

Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions) | Dynamics 365 Lab (yzhums.com)

BR

GR