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How to: Define Permissions for Users

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Microsoft Dynamics NAV provides a set of standard permission sets. A permission set is a collection of permissions for specific objects in the database. All users must be assigned one or more permission sets before they can access Microsoft Dynamics NAV.

Note

Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only UI elements that the user has permissions for will appear in the user interface. For more information, see Removing Elements from the User Interface According to Permissions.

A number of predefined permission sets are provided by default in Microsoft Dynamics NAV. You can use these permission sets as already defined, modify the default permission sets, or create additional permission sets.

Note

A table can contain a FlowField that generates sums based on values that are stored in another table. In this case, users must have permission to read both tables or they will not be able to read the first table.

To define permissions for a user

  1. In the Search box on your Home page in the RoleTailored client, type Users and then choose the associated link in the Results list.

  2. Select a user and choose Edit in the ribbon.

    Any permission sets that are already assigned to the user are displayed in the User Permission Sets area.

  3. To assign a new permission set to the user, click to position the cursor on a blank line in the in the User Permission Sets area and then choose the Assist button in the Permission Set column to display a list of existing permission sets.

  4. Click to select a permission set.

  5. If there is more than one company in your database, you can type or select a company in the Company column to restrict these permissions to that company. If you leave this column blank, the user will have the relevant permissions for the entire database.

  6. Choose the OK button to exit the Edit – User Card page.

See Also

Tasks

How to: Create Microsoft Dynamics NAV Users

Concepts

Removing Elements from the User Interface According to Permissions

Other Resources

How to: Assign a User to a Profile
Managing Permissions and Permission Sets
Customize the User Interface