Continia Banking permissions
To use Continia Banking, assign one or more permission sets (also called roles) to each user. These permission sets grant access to features and enable users to complete specific tasks. Continia provides several predefined permission sets, each designed for a specific purpose. You can also create custom permission sets if needed, or add users to a security group that already includes the required permission sets. For more information, see Assign permissions to users and groups (Microsoft Learn article).
Bemærk
Make sure to assign the necessary Microsoft Dynamics 365 Business Central permission sets, along with the Continia ones, to make sure that all features function correctly.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CSC ADMIN | Reserved for administrative access across Continia solutions. |
| CSC APP SETUP | Permissions to setup tables. Required to activate Continia products, including Continia Core. Primarily used during installation or when modifying subscription agreements (e.g., enabling or disabling modules) in Business Central online. |
| CSC BASIC | Mandatory for all Business Central users, even those not directly using Continia Banking. This set provides essential permissions to access and run objects that interact with standard Business Central code. |
Continia Banking permission sets
The following permission sets apply to Continia Banking version 27.0.0 or higher. These replace the legacy CTS-* permission sets used in earlier versions.
| Permission set | Description |
|---|---|
| CTS CB BASE ADMIN | Full administrative access to Continia Banking base features. |
| CTS CB BASE EDIT | Edit access to base Continia Banking data and settings. |
| CTS CB BASE READ | Read-only access to base Continia Banking data. |
| CTS CB CSV ADMIN | Full control over CSV import processes, including configuration. |
| CTS CB CSV EDIT | Edit and manage imported CSV files. |
| CTS CB CSV READ | Read-only access to imported CSV data. |
| CTS CB EXPORT ADMIN | Full control over banking export processes. |
| CTS CB EXPORT EDIT | Edit and manage banking export data. |
| CTS CB EXPORT READ | Read-only access to banking export data. |
| CTS CB GLOBAL ADMIN | Grants global administrative privileges across Continia Banking. |
| CTS CB IMPORT ADMIN | Full control over banking import processes. |
| CTS CB IMPORT EDIT | Edit and manage banking import data. |
| CTS CB IMPORT READ | Read-only access to banking import data. |
| CTS CB PSP ADMIN | Full control over Payment Service Provider (PSP) processes. |
| CTS CB PSP EDIT | Edit and manage PSP import data. |
| CTS CB PSP READ | Read-only access to PSP import data. |
Legacy permission sets (for older versions)
These permission sets apply only to earlier versions of Continia Banking (up to and including version 26.5.1) and are retained here for reference.
| Permission set | Description |
|---|---|
| CTS-CB BASIC | Access to all Continia Core features and Banking activation status. |
| CSC APP SETUP | Used for activating Continia products and managing subscriptions. |
| CTS-AW ADMIN | Full control over payment approval workflows. |
| CTS-CB ADMIN | Setup and configuration of Continia Banking. |
| CTS-CBCP ADMIN | Create Transaction Ports and import CSV files. |
| CTS-CBCP BASIC | Manage and work with imported CSV files. |
| CTS-CBPP ADMIN | Admin privileges for PSP import processes. |
| CTS-CBPP BASIC | Basic access to PSP import functionality. |
| CTS-CBPP USER | Standard user access to PSP import data. |
| CTS-PE ADMIN | Full control over Banking Export processes. |
| CTS-PE BASIC | Read-only access to Banking Export data. |
| CTS-PE USER | Standard user access to Banking Export data. |
| CTS-PI ADMIN | Admin control over Banking Import processes. |
| CTS-PI BASIC | Read-only access to Banking Import data. |
| CTS-PI USER | Standard user access to Banking Import data. |