Permission and Restrict the Users Department Wise

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Posted on by Jainam M. Kothari

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Hello Experts,

In Business Central (BC), I have multiple departments such as Sales, Purchase, and Finance.

I would like to restrict users from accessing documents belonging to other departments. For example, Sales department users should not be able to view Purchase documents, and Finance users should not have access to Sales or Purchase documents.

Is there a standard solution in BC—such as Permission Sets or Security Filters—that can help implement this kind of departmental access control?

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Dynamics 365 Business Central

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KasparsSemjonovs 4,448 Super User 2025 Season 1 on at

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Permission and Restrict the Users Department Wise

Create a new permission set, and use the Record option to easily create the needed permissions. Once You have started recording, you need to do most of the daily tasks for this position (for example, if recording purchase role permissions, open vendor list (create,modify and delete one card, create purchase document,modify, post receipt (if orders are used) and invoice and the same for credit memo), then stop recording.
You can the re-check the created permission entries and maybe remove some which seems too much (because of fact boxes on pages it could be more than needed permissions are added).

repeat the same for Sales and Finance departments.
This way You should be able to create permission set for most of the daily tasks, and some additional permissions will be needed to be added to these permission sets.

Then You can create a User group - Sales, Purchase and Finance. Add the created permission set to this group and then add the needed users to this user group.

P.S. If permission set will not contain permission to Page 9307 (purchase order list) user will not be able to search for this list. The same for all other lists - Customers, Vendors, Purchase Invoices etc.. so make sure the Page is not added in department permission set, that doesn't need to able to open it.
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Jainam M. Kothari 10,494 on at

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Permission and Restrict the Users Department Wise

Hello Sagar Dangar, MCP

Can you please provide an Example with Screenshot.

It will be Very Helpful to me.
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Jainam M. Kothari 10,494 on at

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Permission and Restrict the Users Department Wise

Hello Sohail Ahmed ,

Please don't send the Copilot Generated Answer, it is already checked by me before add the Question on Community.
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Jainam M. Kothari 10,494 on at

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Permission and Restrict the Users Department Wise

Hello Mansi Soni,

Nope i cannot achieve with Responsibility Center and Security Filter on the same because i want that User should not able to Even Search for "Purchase Order" or "Purchase Invoice" and If by chance it access then it will give an error to User that you dont have the Permission.

Can you Please Provide an Example with Error SS for Accessing PO by Sales User?

It is Very Helpful for me.
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Sohail Ahmed 4,844 on at

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Permission and Restrict the Users Department Wise

Yes, you can restrict users department-wise in Business Central using Security Filters within Custom Permission Sets.

Approach:

Create Custom Permission Sets: For each department (Sales, Purchase, Finance).

Assign Permissions: Grant access to the relevant tables/pages needed by that department (e.g., Sales users get Sales Order tables).

Apply Security Filters: On tables where you want to restrict record-level access (e.g., Sales Header, Purchase Header), add a Security Filter.

Example: For "Sales Department User" permission set, add a filter on the "Department Code" field (if you have one) on the Sales Header table, allowing only their department's code.

In short: Use Custom Permission Sets with Security Filters on relevant tables to restrict record-level access based on department.

Mark this answer as verified if it helps you.
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YUN ZHU 86,253 Super User 2025 Season 1 on at

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Permission and Restrict the Users Department Wise

Hi, hope the following helps as well.

https://yzhums.com/10133/

Thanks.

ZHU
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Andrés Arias 1,463 on at

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Permission and Restrict the Users Department Wise

Hello,

The standard functionality allows you to restrict permissions of this type via responsibility centers:

https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-responsibility-centers

If we want to restrict it by permissions we would have to use the security filter functionality:

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

I hope I can help.

Regards,

Andres
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Sagar Dangar, MCP 574 on at

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Permission and Restrict the Users Department Wise

Hi,

Create permissions set for each departments like "Sales permissions", Purchase Permission" , sales department permissions etc..

Now, Assign relevant permissions to specific users
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Mansi Soni 5,959 on at

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Permission and Restrict the Users Department Wise

Hello Jainam,

Hope you can manage this with Responsibility Centers.

https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-responsibility-centers

Hope this will help you!

Regards,
Mansi Soni