How to: Manage Users and Permissions

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  • 6 minutes to read

If you go a new employee, your company's organization administrator or It pro has to add them to your Dynamics NAV. And so, you can assign them access to the relevant parts of the production based on their work surface area by assigning user groups and permissions.

Permission sets define which database objects, and thereby which UI elements, users accept admission to, and in which companies.

A permission set is a collection of permissions for specific objects in the database. All users must be assigned i or more permission sets before they tin can admission Dynamics NAV. A number of predefined permission sets are provided by default. Yous can use these permission sets as already divers, modify the default permission sets, or create boosted permission sets.

You tin can add users to user groups. This makes it easier to assign the same permission sets to multiple users.

Administrators can use the User Setup window to define periods of fourth dimension during which specified users are able to post, and too specify if the system logs the amount of time users are logged on.

To assign permissions to a user

  1. Cull the Search for Page or Report icon, enter Users, and then choose the related link.
  2. Select the user that you desire to assign permission to. Whatever permission sets that are already assigned to the user are displayed in the Permission Sets FactBox.
  3. Cull the Edit activeness to open up the User Card window.
  4. On the User Permission Sets FastTab, on a new line, fill in the fields as necessary. Choose a field to read a short description of the field or link to more data.

To group users in user groups

You tin set up users groups to help you manage permission sets for groups of users in your company. You tin utilize a part to copy all permission sets from an existing user group to your new user group. User group members are not copied.

  1. Cull the Search for Page or Report icon, enter User Groups, and and then choose the related link.

  2. Alternatively, in the Users window, cull the User Groups activeness.

  3. In the User Groups window, select an existing user group that you want to copy, and then cull the Copy User Group action.

  4. In the New User Group Lawmaking field, specify the name of the new user group, and so cull the OK push.

    As an alternative to copying, you can choose the New action to create a new line for an empty user group, which yous then fill in manually.

  5. To add together new or additional users, in the User Group window, cull the User Grouping Members action.

  6. In the User Group Members window, on a new line, fill in the fields as necessary by selecting from existing users.

  7. To add new or boosted permission sets, in the User Grouping window, cull the User Group Permission Sets activeness.

  8. In the User Group Permission Sets window, on a new line, make full in the fields as necessary by selecting from existing permission sets.

To create or modify permission sets

If the default permission sets that are provided with Dynamics NAV are not sufficient or not appropriate for your organization, you can create new permission sets. And if the individual object permissions that define a permission ready are not acceptable, you can alter a permission gear up. Yous tin create a permission set manually, or you tin can employ a recording office that records your deportment every bit yous navigate through a scenario and then generates the required permission fix.

To create or modify permission sets manually

  1. Choose the Search for Page or Report icon, enter Users, and then choose the related link.

  2. In the Users window, choose the Permission Sets action.

  3. In the Permission Sets window, choose the New Activeness.

  4. On a new line, fill in the fields as necessary.

  5. Choose the Permissions action.

  6. In the Permissions window, fill in the fields on the header every bit necessary.

  7. On a new line, fill in the five fields for the different permission types as described in the following table.

    Choice Description
    Blank Specifies that the permission blazon is not granted for the object.
    Yes Specifies that the permission type is granted with direct admission to the object.
    Indirect Specifies that the permission type is granted with indirect admission to the object.

    Indirect permission to a table means that you lot cannot open the tabular array and read from it, but you can view the data in the table through another object, such as a page, that you take directly permission to access. For more information, see the "Example - Indirect Permission" section in this topic.

  8. In the Security Filter field, enter a filter that you want to utilise to the permission past selecting the field on which you want to limit a user's access.

    For example, if y'all want to create a security filter so that a user can view simply sales with a specific salesperson code, you lot cull the field number for the Salesperson Code field. Then, in the Field Filter field, you lot enter the value of the that you desire to employ to limit admission. For example, to limit a user'south access to merely Annette Hill's sales, enter AH.

  9. Repeat steps 7 and 8 to add permissions for boosted objects to the permission set.

To create or modify permission sets past recording your deportment

  1. Choose the Search for Page or Report icon, enter Users, and then choose the related link.

  2. In the Users window, choose the Permission Sets action.

  3. In the Permission Sets window, cull the New Action.

  4. On a new line, fill up in the fields as necessary.

  5. Cull the Permissions activeness.

  6. In the Permissions window, cull the Start action.

    A recording process starts to capture all your actions in the user interface.

  7. Go to the various windows and activities in Dynamics NAV that y'all want users with this permission set to access. Y'all must behave out the tasks that you want to record permissions for.

  8. When you want to finish the recording, return to the Permissions window, and and so cull the Finish activeness.

  9. Cull the Aye push to add the recorded permissions to the new permission set.

  10. For each object in the recorded list, specify if users are able to insert, modify, or delete records in the recorded tables. See step 7 in the "To create or change permission sets manually" department.

Example - Indirect Permission

You can assign an indirect permission to use an object only through another object. For example, a user can have permission to run codeunit fourscore, Sales-Post. The Sales-Post codeunit performs many tasks, including modifying table 37, Sales Line. When the user posts a sales document, the Sales-Mail codeunit, Dynamics NAV checks if the user has permission to change the Sales Line table. If not, the codeunit cannot complete its tasks, and the user receives an fault message. If so, the codeunit runs successfully.

However, the user does non need to take full access to the Sales Line tabular array to run the codeunit. If the user has indirect permission to the Sales Line table, then the Sales-Post codeunit runs successfully. When a user has indirect permission, that user tin only modify the Sales Line table by running the Sales-Post codeunit or another object that has permission to modify the Sales Line tabular array. The user can but modify the Sales Line tabular array when doing so from supported awarding areas. The user cannot run the characteristic inadvertently or maliciously by other methods.

To set upward user time constraints

Administrators can ascertain periods of fourth dimension during which specified users are able to post, and likewise specify if the organisation logs the amount of time users are logged on. Administrators can besides assign responsibleness centers to users.

  1. Choose the Search for Page or Report icon, enter User Setup, and then choose the related link.
  2. In the User Setup window opens, choose the New action.
  3. In the User ID field, enter the ID of a user, or cull the field to see all current Windows users in the system.
  4. Fill up in the fields as necessary.

See Also

Dynamics 365 Business Cardinal
Getting Ready for Doing Business
Setup and Administration in Dynamics NAV
Welcome to Dynamics NAV
Working with Dynamics NAV
Creating Microsoft Dynamics NAV Users