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Microsoft Dynamics NAV (Archived)

What is Microsoft Best Practice for managing Users in NAV

Posted on by 260

Our users are group according to the following categories. Sales function, Approving function, Purchase Requisition Function, etc.

What is the best practice to manage these users?


Should we manage by Profile and Role Center or should we managed by Permission Sets?

Taking into consideration that Profile/Role are not linked to Permission Sets

Reference: Roberto Stefanetti article.

Also taking into consideration that while a user may be doing sales, he/she is also doing purchasing requisition function.

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  • Suggested answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: What is Microsoft Best Practice for managing Users in NAV

    Hi Colinkgl,

    Before, I tried to use standard Permission Sets (Role in version 2009 and earlier). But it gives some matters:

    - Take time to check overlapped permissions.

    - Many permission sets to manage for each user.

    - Not easy to extend role for user.

    As my experience, design it according to Roles in company. You can have Director, Accounting Manager, Bookeeper, Sales Manager, Salesperson, ... A Role has one Permission Set and one Profile. A User has his/her Role Permission Set only (beside BASIC permission set).

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What is Microsoft Best Practice for managing Users in NAV

    Hi,

    I think you will be using a combination. Permission sets will make sure that people do not have access to data they should not see or modify. Tipical example is the accounting department. They have access to functions like payments, general journals, ... . This is something that should be blocked for other users.

    How we handle it depends on the size of the company.

    In smaller companies, you have people doing everything from sales, purchase, production, .., and you have the finance people. In that case, we only make two permission sets. Finance has access to everything, while the other (we often call them 'logistics') are limited in the use of those tipical finance things.

    After setting up the permission set, you can make several role centers depending on the function of the users.

    In larger companies, the permission sets are more complicated. There you could have logic like the person having permission to modify the banc account numbers of vendors, can not have permission to post payments.  

    When creating the permission sets, you could make use of some tools that are available in the NAV world, but very often, I just go through the list of tables and decide per table what the rights should be.

    If you set up permissions on tables, that should be enough. No need to set additional permissions on other objects. If you doubt about a table, then don't allow access to it. After making the permission set, be prepared to have some time to finetune it.

    This is only my experience, I am looking forward to see some ideas from others.

    kr,

    Francis

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