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Finance/chart of accounts access

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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

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Gavin 2,337 on at

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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 23,733 Super User 2024 Season 2 on at

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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