Permission Setups
You can manage users and permissions within Business Central. You need to assign permission sets to users based on their role as described below. You can learn more about assigning permission sets to users or user groups in the Microsoft Business Central documentation.
Permissions for all users
All users require the role with the ID NAVX LIBRARY and description NAV-X Library assigned.
Permissions for Custom Fields users
Any user who is going to access areas where custom fields are enabled requires additional permissions configured. The permission set NAVX CFLD STANDARD and description NAV-X Custom Fields Standard Permissions will have to be assigned to those users.
To make permission assignment easier, the permission set for users is automatically added to the following standard permission sets:
- D365 BUS FULL ACCESS
- D365 READ
- D365 TEAM MEMBER
Permissions for Custom Fields administrators
Any user involved in setting up the Custom Fields functionality requires an additional permission set configured. The permission set NAVX CFLD SETUP and description NAV-X Custom Fields Setup has to be assigned to those users. This assignment should be done before the National Accounts setup is started.