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Small and medium business | Business Central, N...
Suggested Answer

Giving Users Permissions

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How do we give users permissions in Business Central 365?
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  • Suggested answer
    Teagen Boll Profile Picture
    1,401 Super User 2026 Season 1 on at
    Hello,
     
    To assign users permissions in BC you have to search for Users and open that page:
     
    In that page select the user you want to assign permissions to and add them to the User Permission Sets section:
    If you can't assign permissions this way it means that you don't have access on your account. Only users with relevant permissions can make changes to users' permission sets.
     
    Another note, Business Central takes a modular approach to permission set assignments. There are a lot of different permission sets, ways to set permissions up and they all accomplish different things. I would recommend working with a partner to design permissions in your system that meet your needs. The standard out of the box ones should be most of what you need but you may need to tweak them.
     
    Best,
    Teagen
    Catapult ERP
  • BL-01041700-0 Profile Picture
    2 on at
    Does the type of license the person has matter.
    We just switched from Dynamics SL installed in 2006.  It was so much better, easier to use.  We should have just gotten Quickbooks.  
  • Suggested answer
    Teagen Boll Profile Picture
    1,401 Super User 2026 Season 1 on at
    Licenses will determine some functionality for users. There are two main licenses. Team Member and Essentials (or Premium but that only applies to manufacturing and service features).
     
    Team Members can't post transactions or create most transactions. They can view data throughout the system. They can also engage in approvals.
    Essentials users can complete all functions in the system without restrictions.
     
    If you're coming from Dynamics SL you should be able to simplify and replicate most processes within Business Central. It will depend on how the implementation was done. Business Central can be a bit confusing and frustrating if you come from a simpler system because it has so many modules and there is a lot of visual noise if it isn't configured correctly. It's usually recommended during an implementation (at least the ones i've been involved with) to strip out as much as possible to streamline the user experience. This would involve updating user permissions but would also involve a Profile/Roles cleanup to hide fields you don't need and only display relevant information.
     
    For example here is a simplified general journal page - it just has a few fields and a few options making it easier for users. You can make these changes across all modules in the system:
     
    You can learn about cleaning up roles and optimizing your workspace here: Personalize your workspace - Business Central | Microsoft Learn
     
    Teagen
    Catapult ERP

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