Expense Management Permissions
To use Continia Expense Management, you need to have assigned permission sets, also referred to as "roles." These permission sets provide the necessary access and abilities for your tasks. There are predefined permission sets, each granting specific permissions to access various features and perform tasks. If required, you can even create custom permission sets to suit your specific needs.
Another way to obtain certain permissions is by becoming a member of a user group to which the needed permissions have been applied. For more information, see Assigning permissions to users and user groups.
Note
In addition to the Continia permission sets mentioned in this article, you must also be assigned the standard Microsoft Dynamics 365 Business Central permission sets in order for all permitted operations to work as intended.
Overview of predefined permission sets
Two types of predefined permission sets are relevant to users of Expense Management:
- Standard permission sets that apply to all Continia solutions
- Permission sets that are specific to Expense Management
The Expense Management permission sets are a supplement to the standard Continia permission sets and work in combination with these.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CSC BASIC | This permission set grants access to all Continia Core features and enables you to obtain the Expense Management activation status. All users of Expense Management must be assigned the CSC BASIC permission set to ensure that all standard features work as intended. |
| 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-SUPER permission set instead. |
Expense Management-specific permission sets
| Permission set | Description |
|---|---|
| CEM-ALL | With this permission set, you're able to perform all basic Expense Management operations in Business Central. All users of Expense Management must be assigned the CSC BASIC set to ensure that all standard features work as intended. The CEM-ALL permission set may also be necessary for Business Central users that don't use Expense Management, as they may still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. |
| 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-SUPER | 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-NAVUSER | Expense users using Business Central to register expenses. |
Note
In order to be able 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
- CEM-SUPER
- 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
- CDC-ALL
- CEM-APPROVE
- CDC-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-ALL
- CDC-APPROVE
- D365 BASIC1
- The name of the permission set depends on your version of NAV/Business Central.
Updating permissions when implementing service packs
When you upgrade Expense Management or implement a service pack in Business Central online or apps, permissions are always updated automatically.
However, when you implement a service pack in FOB-based versions of NAV/Busines Central, you must manually run the following codeunit whenever permissions have been changed:
- 6086320 (CEM Create EM Roles) – to update the Expense Management-specific permission sets
Running this codeunit will only add or modify permissions – no permissions are deleted.
Assigning permissions to users and user groups
Assigning Expense Management permissions to users and user groups is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.
Creating custom permission sets
Creating your own permission sets manually is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.
See also
Assign Permissions to Users and User Groups (Microsoft article)