Expense Management permissions

15/09/2025
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To use Continia Expense Management, 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 BASIC	To ensure that all standard features work as intended, the CSC BASIC permission set is mandatory for all Business Central users, including those who don't use Expense Management directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. This permission set is added automatically, grants access to all Continia Core features, and enables you to obtain the Expense Management activation status. Overall, it's similar to the standard Dynamics NAV/Business Central BASIC permission set.
CSC APP SETUP	This permission set allows you to activate Continia products, including Continia Core. It's mainly used for product installation and – in Business Central online – when making changes to subscription agreements, such as selecting and deselecting subscribed modules. The permission set is mostly required in online deployments of Business Central, as users who set up on-premises environments typically use the CEM ADMIN permission set instead.

Permission set

Description

CSC BASIC

To ensure that all standard features work as intended, the CSC BASIC permission set is mandatory for all Business Central users, including those who don't use Expense Management directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. This permission set is added automatically, grants access to all Continia Core features, and enables you to obtain the Expense Management activation status. Overall, it's similar to the standard Dynamics NAV/Business Central BASIC permission set.

CSC APP SETUP

This permission set allows you to activate Continia products, including Continia Core. It's mainly used for product installation and – in Business Central online – when making changes to subscription agreements, such as selecting and deselecting subscribed modules. The permission set is mostly required in online deployments of Business Central, as users who set up on-premises environments typically use the CEM ADMIN permission set instead.

Expense Management-specific permission sets

Permission set	Description
CEM BASIC	With this permission set, you can perform all basic Expense Management operations in Business Central. All users of Expense Management prior to, and including version 26, must be assigned the CSC BASIC set to ensure that all standard features work as intended. The CEM BASIC permission set is necessary for users who don't use Expense Management on a system that has Expense Management installed and is active. Such users will then avoid receiving Expense Management permission errors when interacting with standard Business Central functionality. Expense Management traces standard Business Central tables for updating Field Type lookup values. This permission set offers access to update those lookup values, and also read-access to the Expense Management Setup table.
CEM APPROVE	Using this permission set, you can perform all basic approval operations when approving documents in either Business Central or the Continia Web Approval Portal: approve, reject, put on hold, forward, and add comment. The permission set isn't sufficient on its own but should be used together with either CDC-APPROVE, as Expense Management uses the overall Document Capture framework for approval.
CEM ADMIN	When you're assigned this permission set, you get full access to all Expense Management tables. This typically applies to users who set up Expense Management.
CEM DOC. EDIT	Expense users using Business Central to register expenses.

Bemærk

To configure approval sharing and export users to the Web Approval Portal, you must have access to all companies.

Permission sets for accounts payable clerks and similar

If your role is to process invoices and other business documents (for example as an admin or an accounts payable clerk), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:

CSC BASIC (this role is automatically included in CEM ADMIN)
CEM ADMIN
D365 BASIC¹
An account payable permission set of your choice from standard Business Central

The name of the permission set depends on your version of NAV/Business Central.

Permission sets for approvers

If you're an approver (whether in Microsoft Dynamics NAV/Business Central or in the Web Approval Portal), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:

CSC BASIC (this role is automatically included in CEM APPROVE)
CDC BASIC (this role is automatically included in CEM APPROVE)
CEM APPROVE
CDC APPROVE (this role is automatically included in CEM APPROVE)
D365 BASIC¹

The name of the permission set depends on your version of NAV/Business Central.

Permission sets for reviewers

If you're a purchase contract reviewer (whether in Microsoft Dynamics NAV/Business Central or in the Web Approval Portal), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:

CSC BASIC
CDC BASIC
CDC APPROVE
D365 BASIC¹

The name of the permission set depends on your version of NAV/Business Central.

Legacy permission sets (for older versions)

The following permission sets only apply to earlier versions of Expense Management (prior to 27.0) and are retained here for reference.

Permission set	Description
CSC-BASIC	Access to all Continia Core features and the Expense Management activation status. Ensures all standard features work as intended, it is mandatory for all Business Central users.
CSC-APP SETUP	Used for activating Continia products, product installation, and managing subscriptions.
CEM-ALL	Perform all basic Expense Management operations in Business Central. All users of Expense Management prior to, and including version 26, must be assigned the CSC BASIC set to ensure that all standard features work as intended.
CEM-APPROVE.	Perform all basic approval operations when approving documents in either Business Central or the Continia Web Approval Portal. This set should be used together with either CDC-APPROVE, as Expense Management uses the overall Document Capture framework for approval.
CEM-SUPER	Gives you full access to all Expense Management tables. This typically applies to users who set up Expense Management.
CEM-NAVUSER	Expense users using Business Central to register expenses.
D365-BASIC	The name of the permission set depends on your version of NAV/Business Central.

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