Dynamics Community Forum Thread Details

What is the best way to configure a user profile, User personalization, User Permission sets of the user in Navision 2018?

Hi,

I have some users I need to personalize their Navision Permission and Interface, allowing them see somethings and not others.

However, I realize that I'm facing a big issue. I need to know what they need to access, before I can configure the correct Permission Settings for them.

For example, one Accounts user, I wanted to disable her rights to insert Purchase Header and lines, but I realize that this permission was spread out to quite a few Permission sets. Hence if I disable certain sets, she can't do other things.

Anyone can advise how can I simplify this kind of settings requirement?

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Josh,

You could use the Permission Recorder. Here is how it works. For each table, a user can be assigned different levels of access to: Read, Insert, Modify, and Delete. Below are step-by-step Instructions to record permissions.

To create or modify permission sets by recording your actions:

In the Permission Sets window, choose the New Action to create a new Permission Set.
On a new line, fill in the Permission Set and Name fields.

Figure 1 – Permission Sets window in Microsoft Dynamics Business Central
Choose Permissions in the ribbon.
In the Permissions window, to start the recording, choose the Start action.

Figure 2 – Permissions ribbon and window in Microsoft Dynamics Business Central
A recording process starts and will capture all your actions in the user interface.
Leave the Permission screen open during recording; do not close it.
Go to the various pages and complete activities in Dynamics you want to allow the user to access or carry out an activity task to record the permissions for that user.

Figure 3 – Editing Permissions in Microsoft Dynamics Business Central

Extra tips:
- Fields that include table look-ups should also be opened, and if the user should be able create a new record, that should also be recorded.
- If the user will be creating a new record or modifying the record, such as GL, Customer, or Vendor, for example, be sure that activity is done during the recording.
- If a journal, sales order, or purchase order, for example, needs to be created (or deleted) and posted by the user, be sure this is activity is done during recording.
When you are finished and want to complete the recording, return to the Permissions window, and then choose the Stop action.

Figure 4 – Completing a recording of permissions in Microsoft Dynamics Business Central
Choose the Yes button to add the recorded permissions to the new permission set.

Figure 5 – Adding recorded permissions to a new permission set in Microsoft Dynamics Business Central
There are many related tables that a user may not click on during recording but will need access to and will need to be added to the permission set. Note the checkbox to “Add Read Permission to Related Tables,” be sure to check this box. Some Table examples include: zip codes, payment terms, accounting periods, etc.
For each object in the Permission Sets recorded list, review and edit as needed to allow the users to read, insert, modify, or delete records in the recorded tables.
You are now ready to use this new Permission Set and assign to the appropriate users.
If some activity was missed during the initial recording, go back to the Permission Set and begin recording again to add more permissions to the set.