Managing Users with User Configurator

All pages related to the user setup have been made available from the Users page to simplify setup.

The shortcuts from the action ribbon have been sorted to minimize duplication clutter as well as provide a more organized approach.

On the User Card, related User Setup data and fields have been made viewable and accessible on the page itself.

We've introduced several features to help simplify and streamline User setup in Business Central.

• A simplified page to set up & manage new and existing users.
• Control whether a user can use the "Invoice" option when posting Sales and Purchase Documents.
• Restricted Role Centres to limit which Role Centres a user can choose in My Settings
• Simplified Permission Sets
  • Easily see all Permissions to determine which sets a table is included in on Permissions Overview Page.
  • Update Base Permission Set feature to make maintaining permissions for Table Data and Objects easier.
  • Using "Refresh Fenwick Gold Permissions Sets" 

Changes to the layout of user menu

Below is the standard Process menu. The IT Admin Toolkit functionality has introduced new groups to make the menu easier to navigate.

Allow Sales and Purchase Invoicing

From the Users card, find the User Setup General tab. Two new options are available.

1. Allow Sales Invoicing
2. Allow Purchase Invoicing 

These options will prevent users from invoicing Sales and Purchase documents. The Post Receipt and Post Shipment options can still be run from the relevant document. 

To activate this feature, the Restrict Allow Invoicing option must be enabled on the General Ledger Setup page.

Using "Restrict Allow Invoicing" on General Ledger Setup

1. Open General Ledger Setup.
2. Enable the Restrict Allow Invoicing option.

Setting which Profiles users can use

If you would like to limit which Roles a User is able to select in My Settings, you can list the allowed Roles in User Restricted Profiles. If there is nothing in this list, they will have access to all Enabled Profiles. Remember to include or update their Default Profile to ensure it is in the Restricted Profiles

1. Find the User on the Users List or open the Card you would like to edit.
2. Open User > User Restricted Profiles.
3. Select the Profiles that will be allowed for the user.
   

Changes to the User Personalisation Page

The Locale ID or Time Zone setting, can now be determined from the User Personalisation Page, rather than having to open the My Setting page.

How do I delete a user?

Deletion of a user is only available to Business Central On-Premises.

Deleting a user requires the removal of all user personalization. IT Admin Toolkit has improved the delete button on the User Card to delete both the personalization and the user altogether.

1. Select a user from the Users page and select the Delete button.
   
2. Select Yes to both confirmation prompts

Permission Set Improvements

There are several improvements to Permission Sets to make managing and organizing them easier.

Simplified Permission Sets

The IT Admin Toolkit has introduced new permissions sets to make the management of permissions easier.

The Permissions Sets are grouped into two primary areas, Admin and Base.

1. Base will be assigned to all users, which will give them basic access to Business Central but prevent them from changing setup tables.
2. Admin allows assigned users to change setup tables.

Specific users can be assigned additional specific Permission Sets which will grant them permission to edit specific tables.

Along with core functionality Permissions Sets, Admin and Base Permission Sets come with each Fenwick Gold App.  

For example, a Customer Service manager could be assigned the Base permissions set which will give them general access to Business Central. To allow for the creation of customers, they will require the CUSTOMER EDIT permission set as well.

How do I know which permissions exist in which permission set?

The Permission Overview page allows users to search for specific permissions and provides them with information on which permission set contains the specified permission as well as what permission level has been attributed to that permission set.

The Scope Filter allow the user to filter for System, User-Defined or Extension permission sets

Using "Update Base Permission Set"

From the Permissions Sets page, the Update Base Permission Set action has been added to automatically reconcile Admin and Base permission sets.

If an Admin Permission Set is updated with a table contained in the Base Permission Set, it will be automatically removed from the Base Permission Set using this function.

For example, the Base Permission Set has permission to edit the Report Selection table. If the Report Selection table were then added to the Admin Permission Set, the update function would remove the table from the Base Permissions Set.

Using "Refresh Fenwick Gold Permissions Sets"

From the Permissions Sets page, an option is available to refresh the Fenwick Gold Permission Sets.

The Fenwick Gold Permission Set Refresh function allows for the following update options.