Assign permissions to users and user groups
In Continia Payment Management, permissions required to use the solution, are linked to some of the standard permission sets in the company. To use Payment Management the user must be assigned to a permission set or to a user group, that contains the Payment Management permissions. Also the user must have some necessary standard NAV permission sets.
How to assign a permission set to a user
- Select the icon
, type in Users, and select the related link. - Select the user you want to assign the permission set to. Any permission sets already assigned to the user is displayed in the fact box Permission Sets.
- Select the Edit action to open the User Card window.
- In the overview panel User Permission Set, you must fill in the fields as needed on a new line. Select a field to read a brief description of it or a link to more information.
Overview of Payment Management permissions
The following set of permissions are available for Payment Management:
| Permission Set | Description | Required standard permission sets |
|---|---|---|
| PM BASIC | PM Basic permissions set This set of permissions must be assigned to all users of Payment Management. It provides access to the basic objects that is affected when using Payment Management. Typical profile: all Payment Management users. Typical user group: Everyone who is using Payment Management. | BASIC |
| BANK-PAYMENT | PM Basic Payment This permission set is required to use the PM Basic module. The user will be able to maintain payment information, register purchase documents and create and send payments. Typical profile: ACCOUNTING EMPLOYEES Typical user group: D365 FIN. & PURCH | BASIC, G/L-BANK ACC, G/L-JOURNAL, P&P-Q/O/I/R/C, P&P-Q/O/I/R/C (POST), P&P-VENDOR, P&P-VENDOR (EDIT) |
| BANK-PAYMENT/SETUP | PM Basic payment/setup. This permission set is required to use the PM Basic module. The user will be able to maintain payment information, register purchase documents and create and send payments. In addition, the user will be able to import and maintain bank setup. Typical profile: ACCOUNTING EMPLOYEES Typical user group: D365 FIN. & PURCH | BASIC, G/L-BANK ACC, G/L-JOURNAL, P&P-Q/O/I/R/C, P&P-Q/O/I/R/C (POST), P&P-VENDOR, P&P-VENDOR (EDIT) |
| BANK-PAYMENT BASIC | PM Basic Payment without send This permission set is required to use the PM Basic module. The user will be able to maintain payment information, register purchase documents and create payments in the payment journal. The user will not be able to send/export the payment files. Typical profile: ACCOUNTING EMPLOYEES Typical user group: D365 FIN. & PURCH | BASIC, G/L-BANK ACC, G/L-JOURNAL, P&P-Q/O/I/R/C, P&P-Q/O/I/R/C (POST), P&P-VENDOR, P&P-VENDOR (EDIT) |
| BANK-CASHRCPT. | PM Cash Receipts This set of permissions is used together with the PM Basic module. The user will be able to import and post customer payments. Typical profile: ACCOUNTING EMPLOYEES Typical user group: D365 FINANCE | BASIC, G/L-BANK ACC, G/L-JOURNAL, G/L-ACCOUNT, S&R-CUSTOMER (EDIT), S&R-JOURNAL (POST) |
| BANK-RECONCILIATION | PM Bank Acc. Reconciliation This permission set is required to use the Statement Intelligence module. The user will be able to import bank account statements, and perform account reconciliation and general financial accounting. Typical profile: ACCOUNTING EMPLOYEES Typical user group: D365 FIN. & PURCH | BASIC, G/L-BANK ACC (EDIT), G/L-JOURNAL, G/L-JOURNAL (POST), G/L-ACCOUNT, G/L-PERIODIC, S&R-CUSTOMER, S&R-SETUP, S&R-JOURNAL (POST) |
Note
Permission sets are always based on the latest version of Dynamics NAV or Business Central on-premises. If you are using an older version, there may be variations or permission sets that are not available in your installation.
What is a permission set?
A permission set is a collection of permissions for specific objects in the database. All users must be assigned one or more permission sets before they can access Dynamics NAV or Business Central on-premises. By default, several predefined permission sets are available in the system. You can use these predefined permission sets, change the default permission sets, or create new permission sets.
You can also add users to user groups. This makes it easier to assign the same permission sets to multiple users.