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Restricting Record Access by User in Business Central: Functional Solution Needed

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Posted on by CU20050949-0

hello ,

One of my clients has a requirement where they need to restrict access to records created by specific users. For example, if user A creates a sales quote,

only user A should be able to view it, while users B and C should not have access to that record. Similarly, if users B and C create records, only the respective user who created the record should be able to view it.

Additionally, the client wants this restriction to apply automatically to any new users added in the future. Is there a way to achieve this in Business Central, ideally through functional configurations?

Any suggestions on how to accomplish this would be greatly appreciated.

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Business Central

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Valentin Castravet 24,785 Super User 2024 Season 2 on at

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Restricting Record Access by User in Business Central: Functional Solution Needed

I agree with Yun that using standard functionality responsibility centers will work. But it seems like a strange request, why completely hide other documents? Its not something I've seen frequently. Do they simply need to filter it to a specific user? If so, then it would be a lot easier to user filters and saved views on pages.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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YUN ZHU 73,472 Super User 2024 Season 2 on at

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Restricting Record Access by User in Business Central: Functional Solution Needed

Hi, you can try responsibility center.

More details: How to work with responsibility centers - Business Central | Microsoft Learn

In addition, it can be customized.

For example,

Dynamics 365 Business Central: How to make some filters mandatory on the list page (users can not change or remove)

https://yzhums.com/8427/

Hope this helps.

Thanks.

ZHU
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Yi Yong 1,350 Super User 2024 Season 2 on at

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Restricting Record Access by User in Business Central: Functional Solution Needed

Hello,

Handling with security filter will be tedious as each user will need to be assigned with a unique permission sets.

It will be best to customize this part.
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Khushbu Rajvi. 4,509 on at

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Restricting Record Access by User in Business Central: Functional Solution Needed

Hope this helps:https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

https://community.dynamics.com/blogs/post/?postid=bc3b22a2-f419-ef11-989b-002248500aa3