How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

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Posted on by joshtechsolutions

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Hi Community,

May I find out how do I grant/customize user permission to see Bank Acc. Statements page?

What permission sets I need to give for the user to see Bank Acc. Statements?

Thank you!

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Development / Customization / SDK

Administration and Setup

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Answers (3)

Afolabi Dada 90 on at

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RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

Thanks Yun
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YUN ZHU 69,933 Super User 2024 Season 2 on at

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RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

Hi, This is just a permission set, no developer license is required to add it.
If you have removed it, you can refer to the settings in the Cronus database and add it again.

Hope this helps.

Thanks.

ZHU
joshtechsolutions 4,230 on at

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RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

Hi Afolabit, suppose I have already deleted the D365 Banking, anyway I can reinsert the object without a developer license?
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YUN ZHU 69,933 Super User 2024 Season 2 on at

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RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

Hi, in general, you should create a new Permission Set, and then use the Record feature to record the permissions to open the Bank Acc. Statements page. Then assign this new Permission Set to end users.

For example,

Hope this helps.

Thanks.

ZHU
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Afolabi Dada 90 on at

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RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

Hi Josh,

Please assign the permission set "D365 BANKING" to the user's permission set in the 'Users' card.