Restricting Finance pages access for Sales order processor users.

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Posted on by CU10030909-0

I am working on a requirement in Business Central where Sales Order Processor users should not have access to finance-related pages, such as the Chart of Accounts and other financial setup pages.
Currently, these users need access only to sales-related functionalities (e.g., Sales Orders, Customers, etc.), but they should not be able to view or access finance modules.
Could anyone suggest the best approach to achieve this?
Should this be handled through permission sets?
Is there a recommended standard permission configuration for this scenario?
Any guidance or best practices would be greatly appreciated.
Thank you!

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Dynamics 365 Business Central

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AndrewThomas81 302 on at

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This would be best achieved through permission sets, I would do this by adding exclude permissions on the pages/tables you don't want them to access.

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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