Continia Finance Permissions
For users to work with Continia Finance, they must be assigned one or more permission sets (also known as "roles") that provide them with the permissions they need. There are several different predefined permission sets, each of which includes a number of permissions that grant access to certain features and enable users to carry out various tasks. If necessary, you can also create your own custom permission sets.
Users can also be granted the relevant permissions by becoming a member of a user group that has the relevant permissions. 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 Continia Finance:
- Standard permission sets that apply to all Continia solutions
- Permission sets that are specific to Continia Finance
The Continia Finance 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 | It is mandatory for all Business Central users to have the CSC BASIC permission set to ensure that all standard features work as intended. This includes users who do not use Continia Products directly, as they still need certain permissions to access and run objects that may interfere with the standard Business Central code. The permission set also enables you to obtain the Continia Products activation status. It is 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 is mainly used for product installation and, in Business Central online, when making changes to subscription agreements, such as selecting and deselecting subscribed modules. |
Continia Finance-specific permission sets
Permission set | Description |
|---|---|
| CTS-CFI ALL | To ensure that all standard features work as intended, the CTS-CFI ALL permission set is mandatory for all Business Central users, including those who don't use Continia Finance directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. The permission set is similar to the standard Business Central BASIC permission set. |
| CTS-CFI CVL, READ | This permission set is mandatory for all users who want to retrieve information about customer or vendor associations or about linked customers and vendors. |
| CTS-CFI CVL, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the associations module. |
| CTS-CFI CVL, USE | This permission set is mandatory for all users who want to create or modify customer or vendor associations or linked customers and vendors. |
| CTS-CFI EFR, READ | This permission set is mandatory for all users who want to use the Extended Financial Reports module without modifying data. |
| CTS-CFI EFR, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the Extended Financial Reports module. |
| CTS-CFI EFR, USE | This permission set is mandatory for all users who want to use the Extended Financial Reports module and modify data, such as account groups. |
| CTS-CFI FA, READ | This permission set is mandatory for all users who want to use the Extended Fixed Assets module without modifying data. |
| CTS-CFI FA, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the Extended Fixed Assets module. |
| CTS-CFI FA, USE | This permission set is mandatory for all users who want to use the Extended Fixed Assets module and modify data, such as Fixed Asset templates. |
| CTS-CFI GLOE, READ | This permission set is mandatory for all users who want to use the G/L Open Entries module without modifying data. |
| CTS-CFI GLOE, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the G/L Open Entries module. |
| CTS-CFI GLOE, USE | This permission set is mandatory for all users who want to use the G/L Open Entries and modify data, such as G/L Detailed entries. |
| CTS-CFI INS, READ | This permission set is mandatory for all users who want to use the Installment module without modifying data. |
| CTS-CFI INS, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the Installments module. |
| CTS-CFI INS, USE | This permission set is mandatory for all users who want to use the Installment module and modify data, such as Installment templates. |
| CTS-CFI MLPD, READ | This permission set is mandatory for all users who want to use the Multi-Level Payment Discounts module without modifying data. |
| CTS-CFI MLPD, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the Multi-Level Payment Discounts module. |
| CTS-CFI MLPD, USE | This permission set is mandatory for all users who want to use the Multi-Level Payment Discounts module and modify data, such as Multi-Level Payment entries. |
| CTS-CFI TRE, READ | This permission set is mandatory for all users who want to use the Treasury module without modifying data. |
| CTS-CFI TRE, SETUP | This permission set is mandatory for all users who want to create or modify the setup of the Treasury module. |
| CTS-CFI TRE, USE | This permission set is mandatory for all users who want to use the Treasury module and modify data, such as Treasury Bank accounts, Treasury accounts and Treasury Open entries. |
Assigning permissions to users and user groups
To assign Continia Finance 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
To manually create your own permission sets is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.