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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Adding Email Account
Small and medium business | Business Central, N...
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Adding Email Account

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Posted on by RR-07061806-0 1,029
Good day,
 
I tried setting up an email account in BC for a user whose role is 'Purchasing Agent'. It did not go through said no access, what is required for this to be successful.
 
 
Regards
Rosemary
 
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,125 Super User 2026 Season 1 on at
    Hi Rosemary, it depends on what kind of email account you setup.
     
    If it's a shared inbox you need to make sure it was setup correctly in the M365 portal. You can review the best practices here: Payables Agent overview (preview) - Business Central | Microsoft Learn
     
    For the Payables agent you shouldn't need a user, just a shared mailbox or separate independant inbox:
     
    Best,
    Teagen Boll
    Social: LinkedIn
  • RR-07061806-0 Profile Picture
    RR-07061806-0 1,029 on at
    Good day,
     
    The Purchasing Agent role is assigned to the Purchasing Manger, so it's the user email I want to use. I set up a user email on another user with the Accountant role so what's missing from the Purchasing Agent's role?
     
    And how do I add to that role, thanks.
     
     
    Regards
    Rosemary
  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,125 Super User 2026 Season 1 on at
    If you assign it to a specific user you want to make sure they have permissions for the payables agent, e-documents and emailing. You may have to experiment with a few different permissions, i'd start with the ones below in my screenshot:
     
    I wouldn't always advise using the current user and a specific user as it will monitor every single email they receive and try to process it as an Agent Task. The list of tasks can quickly become full of random emails not associated with purchasing/payables activity.
     
    Best,
    Teagen Boll
    Social: LinkedIn

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