add or change the shipping method.

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Posted on by JE-20081519-0

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Hi:

What's the best Permission Set to use to allow a user in Business Central to add or change a shipping method?

Thanks!

John

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Dynamics 365 Business Central

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Answers (1)

Gerardo Rentería Ga... 20,957 Most Valuable Professional on at

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add or change the shipping method.

Hi, good day
I hope this can help you, and give you some hints.

Demystifying User Access: Mastering Permissions in Business Central

Best Regards
Gerardo
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YUN ZHU 86,134 Super User 2025 Season 1 on at

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add or change the shipping method.

Just to add some information, if this user only needs to modify the shipping method, you can set up a very simple role center for him and give him the minimum login permissions. The standard role center requires a lot of additional permissions.

Dynamics 365 Business Central: LOGIN Permission Set (Minimal permission set for log-in)

https://yzhums.com/25239/

Hope this helps as well.

Thanks.

ZHU
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Andrés Arias 1,384 on at

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add or change the shipping method.

Hello,

As it is a specific permission, I would recommend to create a new one or enable permission record.

https://learn.microsoft.com/en-ca/dynamics365/business-central/admin-users-profiles-roles

I hope you can help.

Regards,

Andres
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Ramesh Kumar 5,503 on at

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add or change the shipping method.

Hi John,

Hope you're doing well!

One of the easiest ways to handle this is to create a permission set profile and assign the necessary permissions to it. Simply go to the page where you want to make changes—like updating the shipping method—enable ‘Record Permissions’ while performing the action, and Business Central will automatically generate the permission set. You can then assign that set to any user as needed.

https://yzhums.com/10068/

https://learn.microsoft.com/en-ca/dynamics365/business-central/admin-users-profiles-roles

Thanks

Ramesh

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JE-20081519-0 2,109 on at

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add or change the shipping method.

@Mohamed Amine Mahmoudi

I'm sorry to report. But, that didn't work.
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Mohamed Amine Mahmoudi 24,592 Super User 2025 Season 1 on at

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add or change the shipping method.

Hi @JE-20081519-0,

To allow a user in Business Central to add or change Shipping Methods, you need to grant permissions to the Shipping Agent and optionally the Shipping Agent Services tables.

Best Permission Set(s)
* Recommended Permission Set: D365 BASIC + Custom for Shipping
There is no out-of-the-box permission set that only gives access to manage shipping methods, so the best practice is:

Start with:

D365 BASIC – for general read/edit access

Then add a custom permission set or extend an existing one to include:

Object Type   Object Name   Object ID   Permission
Table   Shipping Agent   291   Insert, Modify, Delete, Read
Table   Shipping Agent Services   292   (Optional) if you're using service levels

* How to Create the Custom Permission Set
Go to Permission Sets

Click New, name it e.g., SHIPPING_MGMT

Add TableData permissions:

Shipping Agent (291)

Read = YES

Insert = YES

Modify = YES

Delete = (optional, depending on policy)

Shipping Agent Services (292)

Same as above, if needed

Assign this permission set to the user

* Assign the Permission Set to a User
Go to Users

Open the user card

Under User Permission Sets, add:

D365 BASIC

SHIPPING_MGMT (your custom set)

* Result
The user will now be able to:

Add/edit/delete Shipping Methods via Shipping Agents

Optionally manage Shipping Agent Services

Best regards,

Mohamed Amine MAHMOUDI