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Small and medium business | Business Central, N...
Suggested Answer

How to disable (Chart of Account) from User Permission in Business Central ?

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I created a copy of Permission Set (D365 BASIC) with name of (TEST BASIC) and add in User permissions list.
But I want to remove the access of Chart of Accounts from that permission set so , the user can not access the Chart of Accounts List.

For that which permission table should disable from the list?

Please guide

Aslam  

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  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    Can you look to see if you see the following in permission then remove them 

    Page  16

    Table 15 

    Table Data 15 

    Then try 

  • Suggested answer
    YUN ZHU Profile Picture
    95,432 Super User 2025 Season 2 on at

    Hi, the information provided by MahGah is very good, I just wanted to share the new way to do this, which may be available next month.

    Exclusion: You can find the video from Business Central Launch Event for 2022 Wave 1 http://aka.ms/BCLE (Available On Demand through July 31st, 2022)

    pastedimage1653441308378v1.png

    pastedimage1653441324832v2.png

    pastedimage1653441331690v3.png

    pastedimage1653441346034v4.png

    pastedimage1653441354957v5.png

    pastedimage1653441379774v6.png

    Hope this helps as well.

    Thanks.

    ZHU

  • KellyEnhanced Profile Picture
    192 on at

    Morning Zhu,

    I have the same issue with one of my clients, where they are wanting to remove permission on the chart of accounts so that they cannot see balances on certain accounts like bank accounts & the directors pay accounts. I have tried your link and looking for the information about how I can exclude this without causing them to not be able to process transactions in business central. But I cannot find the documentation. Please could you point me in the right direction.

    Thank you & Kind regards,

    Kelly

  • Suggested answer
    Amit Profile Picture
    2,557 on at

    Hi,

    Add pages and tables in Permission Set for achieving this. You can also Use Role center feature of BC D365.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    YUN ZHU Profile Picture
    95,432 Super User 2025 Season 2 on at

    Hi, This feature was removed in Jun 28, 2022 and added to the next release wave.

    https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave1/change-history#features-removed-from-release-plan-11

    pastedimage1665023018760v1.png

    It seems to be available in the recently released BC21.

    https://learn.microsoft.com/en-us/dynamics365/business-central/ui-define-granular-permissions#to-create-a-permission-set

    pastedimage1665023184725v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    YUN ZHU Profile Picture
    95,432 Super User 2025 Season 2 on at

    Hi, I just did a test and it is already available in BC21.

    Permission Exclusion (Exclude in Permission Set):

    https://yzhums.com/30562/

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    KellyEnhanced Profile Picture
    192 on at

    Thank you Zhu once my client has been updated to version 21, I will use this exclude on the permission set.

    Kind regards,

    Kelly

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