Chapter 2. Security management

You can perform security and permission management tasks from the Security management page. To access the Security management page, select the Admin icon in the top-right corner of the screen and click Roles, Groups, or Users on the Business Central Settings page. Depending on which icon you click, the Security management page opens for the respective tab. Use roles and groups to manage privileges and settings for users. Any changes apply to all users with the affected role or group.

2.1. Changing permissions for groups and roles

You cannot change permissions for an individual user. However, you can change permissions for groups and roles. The changed permissions apply to users that have the role or belong to the group that you changed.

Procedure

  1. In Business Central, select the Admin icon in the top-right corner of the screen.
  2. Click Roles or Groups to open the corresponding list.
  3. From the list, click the role or group you want to edit. All details are displayed in the right pane.
  4. Set the Home Page or Priority under the Settings section.
  5. Set the Business Central, page, editor, space, and project permissions under the Permissions section.

    You can expand the resource type whose permissions you want to change.

  6. Optional: To add an item not listed, click Add Exception and then set the permissions as required.

    Note

    You cannot add an exception to the Business Central resource type.

  7. Click Save.
Note

Any changes you make to roles or groups affect all of the users associated with that role or group.