Record-Level Security in BC online (aka see only my orders)

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Posted on by MatthiasL

Hello,

At the moment we're in the middle of a BC online project and are faced with the requirement that not every user can access every order data record. Each user should only see and update the data records that belongs to his cost centre.

i read something about record security levels in docs (https://docs.microsoft.com/de-de/dynamics365/business-central/dev-itpro/security/data-security?tabs=record-level) and found this community post ( ).

Can this be used to meet our requirements? Maybe if i add a "cost centre" field to the order or something? And how does that works (Couldn't find any how-to videos on it).

Thanks a lot!

Matthias

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Inge M. Bruvik 1,105 Moderator on at

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It is possible to do with the security filters but it requires some setup to make it work.

Here is one example where they do it using sales person.

docs.microsoft.com/.../how-to--set-security-filters

Make sure you have some users that can see all users orders so you don't end up in a situation where orders can not be handled because no users have access to them.

One possible solution can also be to use views in the sales order list so users only see they own orders there as default but have the possibility to see other orders if needed. That gives you more flexibility but it might not fix your requirements if it is based on information security more than a functional requirement.

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Rob F. 503 on at

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Hi Matthias,

You may also want to consider third-party extensions, such as this one:

Advanced Cloud Security

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, hope the follwoing helps.

Using Security Filters and SecurityFiltering Property:

https://yzhums.com/10133/

And

How to make some filters mandatory on the list page (users can not change or remove):

https://yzhums.com/8427/

Thanks.

ZHU

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jordihayes 2 on at

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You should first try out "responsibility centers" first. You can set this per user in "User setup". And only when this does not fulfill your requirement, then move on to Security Filters. "responsibility centers" should filter out most documents by the setup per user.

You can do more with Security Filters, and set more custom filters on records. But, be aware that this will affect performance.

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MatthiasL 25 on at

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Perfect! Thanks a lot!

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