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Small and medium business | Business Central, N...
Suggested Answer

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

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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.

 

I have the same question (0)
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    20,971 Super User 2025 Season 2 on at
  • Suggested answer
    Yi Yong Profile Picture
    2,594 Super User 2025 Season 2 on at
    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.
     
  • Suggested answer
    YUN ZHU Profile Picture
    95,763 Super User 2025 Season 2 on at
    Hi, you can try responsibility center.
     
    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)
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    31,582 Super User 2025 Season 2 on at
    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. 
     

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