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Small and medium business | Business Central, N...
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How to set up user permission

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We are plan to deploy BC soon, but always confused with roles and users:

Why a user can choose different roles?

How to set up permission to a role? or set up permission to a user no need consider her/his role?

Thanks!

  • HVGEEL Profile Picture
    HVGEEL 288 on at
    RE: How to set up user permission

    Hi Kevin,

    Roles and Permissions have no link whatsoever.

    Roles: determine the layout of the user interface by showing/hiding functionality that is relevant for the role within the organization.

    For the record: chosing a role does not imply anything on Permissions.

    Permissions need to be set separately.

    Best practice is to

    - create user groups per profile in the organization (sales processor, procurement, finance, C-level)

    - add users to the user groups

    - add permissions to the user groups

    after that, permissions are granted when a user is added to the group.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: How to set up user permission

    Moved to the Dynamics 365 Business Central forum.

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: How to set up user permission

    Hi Kevin,

    Please refer to this thread:

    Create User Permission Sets - Dynamics 365 Business Central Forum Community Forum

  • Martin Dráb Profile Picture
    Martin Dráb 230,445 Most Valuable Professional on at
    RE: How to set up user permission

    First of all, what do you mean by BC? If Dynamics 365 Business Central, you're in a wrong forum (I can move the thread to the right one).

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