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

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Posted on by AslamKhan

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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Financial Management

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KellyEnhanced 180 on at

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

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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YUN ZHU 69,760 Super User 2024 Season 2 on at

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

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
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YUN ZHU 69,760 Super User 2024 Season 2 on at

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

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

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

Hope this helps.

Thanks.

ZHU
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Amit_Sharma 2,545 on at

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

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
KellyEnhanced 180 on at

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

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
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YUN ZHU 69,760 Super User 2024 Season 2 on at

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

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)

Hope this helps as well.

Thanks.

ZHU
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MahGah 15,419 on at

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

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

Page 16

Table 15

Table Data 15

Then try