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 NAVX LIBRARY permission set (NAV-X Library) assigned.
Permissions for Datto Workplace Connector Users
Any user who will set up or manage Datto Workplace accounts requires the NAVX DC STANDARD permission set assigned. This permission set provides:
- Access to Datto Workplace account configuration
- Ability to run the account setup wizard
- Ability to view and edit account details
- Ability to test connections and browse projects
Users who only use Datto Workplace as a storage back-end (for example, through Business Central's document attachment or report output features) do not need any additional permissions beyond their standard Business Central role — the connector operates transparently in the background.