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Would you please let me know if there is detailed documentation on how to set up users with Roles and Permissions? We have users that work in different departments during the day so setting just one Role might not give them access to do all of their tasks.
If there is a list of what each Role has access to and also the same for Permissions that you could share that would be great.
Thanks,
Carol Perry
I think the approach you describe here is a very good idea and also one that is possible to maintain and update over time.
In many situations projects are too ambitious when it comes to how they want to handle permission and then after a while they see that they are not able to maintain it so all users end up as super users anyway.
Sure, thanks. Yes, there is documentation much of which is helpful for beginners, I totally agree. But, after doing hundreds of Permissions / Role implementations I can assure you the documentation will not suffice. Typically, when there is cross-over between departments if you try to use the Standard you end up giving too many permissions. In my experience it is not ideal, it almost never works, and you may as well just assign SUPER to everyone and throw in the towel. There are many tools and options: Permissions Recorder, Page / Report restrictions, search removal, straight custom, a mix of all usually gets you what you want. I have tried every possible way, and the best way for me is to restrict what you need to restrict, leave everything else opened. Light touch. Do just Pages and Reports if possible. Ask what they don't want people to access, not the other way around, else you chase your tail forever.
Hi,
Yes, there is detailed documentation on how to set up roles and permissions for users in Business Central in the official Microsoft doc, as well as in various blog posts that have been shared above..
As a beginner, you can look at this blog post
Also, check out this video as well
Regards
There is not. But, normally what I suggest is to create a Permission Set with all Table, Page, and Report Objects. Then take away what you don't want people to have access to - leave everything else. Usually this means removing Financial and Bank areas only. It is too time consuming to try to give people just what they need and much easier to remove what they don't. I can offer advice on how to do this, just let me know.
Defining permissions in Business Central can be complicated if you do not have detailed knowledge about the application and its structure.
So in most cases it will be a very time consuming job for an end user. I recommend you contact your partner for assistance with this. That will usually be the most efficient approach.
Hi Carol
Role Center and Permissions are separate concept. See permissions as authorizing user to do certain tasks or certain pages, etc. Role center is more like a dashboard that has some organization for each Role (such as AP).
You can assign or create Permission Set then add them to users or user group. This way user can do all required task in any Role. See below on how to record permission set
Role Centers need to be created. For sure you can have one role center and bookmark all needed page/card and use it. But if you want to have required tile and etc then some development required. See below articles for more info
Usually we ask user to see which Role Center has majority of the info (like 60 ~ 70 %) then add the rest as Saved Filter in different pages, and bookmark pages/list.
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