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Small and medium business | Business Central, N...
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Permissions to restrict access to certain records by user

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Posted on by 468
Current permissions can restrict users by tables and a few other options. I am looking at being able to do so on a more detailed level, including:
-specific records in a table. For example by certain customers, vendors, purchasers, dimensions, GL Accounts. So a user could see just the customers or GL Accounts specific to them/their role. This would need to extend further to specific fields on different master records. For example, not being able to see certain bank account fields (account, transit, etc) on the bank account card. How will this be possible?
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  • Suggested answer
    Valentin Castravet Profile Picture
    31,575 Super User 2025 Season 2 on at
    If you want to restrict specific records in a table you can use security filters. More information here - Using Security Filters in Business Central - Business Central | Microsoft Learn
     
    As for users seeing only their customers, you can also look into using responsibility centers. More information on that here - How to work with responsibility centres - Business Central | Microsoft Learn
     
    Not seeing specific fields is not possible with permissions. One option is to have a common profile these users use, and then customize the profile and hide those fields, but this is not the most foolproof way. 
     
  • CU13010319-0 Profile Picture
    468 on at
    Per my testing, the only way security filters works is if every permission set given to the user is toggled with the same include security filters for that table. If any permission set has that table, the most inclusive permission set takes precedence.So the only way this works is if every permission set given to the user is toggled with the same include security filters for that table. If any permission set has that table, the most inclusive permission set takes precedence. That's tedious to need custom permission sets and have them all filtered correctly. Looks like field permissions, besides the global personalize to hide, would require a custom extension to do
     
  • Suggested answer
    YUN ZHU Profile Picture
    95,763 Super User 2025 Season 2 on at
    For data, you can use Security Filter
     
    But for columns (field-level permission control ), standards cannot do it and can only be customized.
    Hopefully the following discussion can give you some hints.
     
    Thanks.
    ZHU

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