News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Finance/chart of accou...

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

Suggested answer

Finance/chart of accounts access

(1) Share

Report

Report

Posted on by Community member

17

Hi,

How do we restrict access to be able to view chart of accounts and finance records?

i have looked into permission sets but when we first went live with BC start of 2023 we had to keep adding more and more so users could just do there regular daily activity but now need to restrict access. Is there any simple ways to do this?

BC cloud.

Thanks

Categories:

Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Gavin 2,341 on at

Like (1)

Report

Finance/chart of accounts access

Hi,

As has been mentioned you can use "Exclude" permissions for this.

I wrote the blog below on how to do it Dynamics 365 Business Central – Removing access to pages such as the Chart of Accounts Page – The Dynamics Explorer

Hope this helps

Thanks

Gavin
Valentin Castravet 24,913 Super User 2024 Season 2 on at

Like (0)

Report

Finance/chart of accounts access

Yes, you can use the new Exclude function in permission sets. This page talks about the general ledger entries, but you would do the same for the chart of accounts : Exclude permissions from wildcard permission sets | Microsoft Learn

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,602 Super User 2024 Season 2

#2

Martin Dráb 230,340 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans