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Microsoft Dynamics NAV (Archived)

NAV Classic 2009 - User Permissions | Best Practice

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Posted on by

Hi,

I am in the process of setting up new permissions for the following groups. To start off, we have:

  • Customer Service
  • Purchasing
  • A/R
  • A/P
  • Sales

1.) I see NAV has dozens of Role ID's all containing different permission tables that I can change but instead I am creating custom Role ID's like: CSuser-R (Customer Service Read only...so that this user does not delete a sales order etc.).  This is to stop users from deleting information. I have other Role ID's that I am testing like CSuser-RW, AP-R, AP-RW, and the list goes on. 

2.) This has to do with the interface/menus. Every user right now has access to all menus. Depending on whether or not I apply permissions, they can access pretty much all reports and run them otherwise they will get an error stating that they are not allowed to read from such table.  Depending on what the user role is, some reports should not be available; even if they are, they cannot run them so I'd like to just delete them. 

We are barely starting with NAV and I am testing permissions; we are NOT live yet.  Does anyone have any tips or information on going about the best way to set up permissions in NAV? 

Sorry, I am fairly new with NAV and I am getting help but I thought I'd do research on the side.  

Thank you!

Robert

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  • Community Member Profile Picture
    on at

    Robert

    Sorry there is no other option bar trail and error. Painful experience in terms of length of time it takes but worthwhile. The good news is that the error messages are useful in that they state the table and relevant permission missing when a user tries to access.

    Neil

  • Suggested answer
    keoma Profile Picture
    32,729 on at

    check out a very helpful tool for that issue.

    Navision Permission Role Wizard by Business Solutions.

    follow mibuso.com/.../navision-permission-role-wizard

    there is also a newer version for NAV 2013 R2 and Nav 2015:

    The Role & Permission Wizard, developed by Saurav Dhyani

    follow saurav-nav.blogspot.co.at/.../nav-2013-r2-role-permission-wizard.html

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