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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / user permission set (B...
Small and medium business | Business Central, N...
Suggested Answer

user permission set (Business Central ERP)

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Posted on by PS-20050952-0 75

Hello everyone,

My client has requested separate user permissions for their users.

For example,

if User X creates a purchase order, it should not be visible to User Y. Similarly, if User Y creates any order, User X should not be able to see it.

Is there a way to implement this in Business Central?

Thank you!

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    VS-28080459-0 Profile Picture
    VS-28080459-0 18 on at
    Create Permission Sets:
    1.Go to the Permission Sets page in Business Central.
    2.Create a new permission set for each user role that needs restricted access.
    3.Define the permissions for each set, ensuring that users can only access the records they create.
    Assign Permission Sets to Users:
    1.Navigate to the Users page.
    2.Assign the appropriate permission set to each user.
    Set Up Record-Level Security:
    1.Use the Security Filters to restrict access to records based on specific criteria, such as the user who created the record.
    For example, you can set a filter so that users can only see purchase orders where the “Created By” field matches their user ID.
    Test the Configuration:
    Ensure that the permissions and security filters are working as expected by testing with different user accounts.

  • Suggested answer
    Nyakinyua Profile Picture
    Nyakinyua 55 on at
    Use FilterGroup to achieve this like so:-
     
    trigger OnOpenPage()
         begin
            Rec.FilterGroup(50);
            Rec.SetFilter("Created By", UserId);
            Rec.FilterGroup(0);
        end;
     
     
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 8,210 Moderator on at
    I don't think there is an easy way to achieve this. 
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,284 Super User 2026 Season 1 on at
    You can look into using security filters which can hide rows in a table using filters on specific fields, in your case you would apply the filter on the
     

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