Dynamics Community Forum Thread Details

permission set assign to user (business central ERP)

hello

My client has requested to maintain their purchase orders on a user-wise basis. For example, if two users, X and Y, create purchase orders, X should not be able to see the POs created by Y, and vice versa. I tried to achieve this by applying security filters in a custom permission set. I created separate custom permission sets and applied a filter using the 'Created By' field and the value as 'User ID.' However, it is not working as expected, and both users can still see all the records.

Could someone guide me on what might be going wrong or suggest a better approach to achieve this user-level restriction on purchase orders?"

bellow I attached copy of user permission set assigned to particular user in user page (D365-read-test-po is the custom permission set highlight with yellow color)

Permission Set	Description	Company	Extension Name	Permission Scope
ADMINISTRATOR	Create and set up companies		Base Application	System
AUTOMATE - EXEC	Automate - Exec		System Application	System
D365 BACKUP/RESTORE	Backup or restore database		System Application	System
D365 BUS FULL ACCESS	Dyn. 365 Full Business Acc.		Base Application	System
D365 BUS PREMIUM	Dyn. 365 Prem. Bus. Full Acc.		Base Application	System
D365 DIM CORRECTION	D365 Dimension Correction		Base Application	System
D365-READ-TEST-PO				Tenant
EXCEL EXPORT ACTION	D365 Excel Export Action		System Application	System
LOCAL	Country/region-specific func.		Base Application	System
LOGIN	Login access		System Application	System
LOGIN	Login access		System Application	System
SECURITY	Assign permissions to users			System
SUPER	This role has all permissions.			System
TROUBLESHOOT TOOLS	Troubleshoot Tools		System Application	System