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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Permissions in NAV
Small and medium business | Business Central, N...
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Permissions in NAV

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Posted on by Eva 6

Hi,

I am currently trying to set up permissions in NAV 2018 (CU08). I would like to know if there is a way to restrict the access in table data 21 (Customer Ledger Entry) so that each store manager only can see customer ledger entries for their stores (I have a user group called Store manager with several permission sets and a user group for each store with permissions and security filters that I assign to each store manager).

Example: Let's say we have several stores, let's call them S 1, S 2 and S 3. We also have three different store managers, let's call them SM 1, SM 2 and SM 3 (SM 1 have both user group 'S 1' and user group 'Store manager' assigned to it). Is it possible to make sure that SM 1 only can view the Customer Ledger Entries for S 1 and so on? I have tried to use security filters for this purpose but unfortunately, nothing happens.

Best regards, 
Eva

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    You will need something on the CLE table that you can filter against. Either a global / shortcut dimension or something like that.

    If you do have that - the security filter should be able to do the job.

    Using responsibility centers could also be one way to go.

  • Suggested answer
    Gearoid Profile Picture
    Gearoid on at

    Hi Eva,

    Security Filters can become quite complex to implement. However, they are useful for the kind of requirement you have described. See the following documentation for more details about using Security Filters including details about Record Level Security and Security Filter Modes: 

    How to: Set Security Filters - Dynamics NAV | Microsoft Docs 

    Record-Level Security - Dynamics NAV | Microsoft Docs

    Security Filter Modes - Dynamics NAV | Microsoft Docs

    If you suspect that Security Groups are not working properly then I would recommend opening a support ticket with Microsoft via your Solution Provider or Business Central Partner. 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,748 Super User 2025 Season 2 on at

    Hi, I also vote for security filters feature.
    And hopefully the link below will give you some new inspiration if you need to customize it.

    https://yzhums.com/8427/

    Thanks.

    ZHU

  • Eva Profile Picture
    Eva 6 on at

    Hi Inge!

    Thanks for the reply, I appreciate it.  I'll look in to it.

    Best regards,

    Eva

  • Eva Profile Picture
    Eva 6 on at

    Hi Gearóid!

    Thanks a lot for the links,. Hopefully I'll make it work.

    Best regards,

    Eva

  • Verified answer
    Eva Profile Picture
    Eva 6 on at

    Hi Zhu!

    Thanks a lot for the link! I'll check it out right away.

    Best regards,

    Eva

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