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How to: Work with the BASIC Permission Set

When a user creates a new database, that user is assigned only one permission set automatically: the SUPER permission set. As you create and define permission sets in a new database and companies, remember to always assign the BASIC permission set, which grants users access to required system tables and other fundamental tables, to all users.

The BASIC permission set primarily functions as a prerequisite to open the client and show all pages.

The BASIC permission set and permissions, as well as other permission sets, are provided in an XML file, examples of which are included with the CRONUS International Ltd. demonstration database. If you want to extend them with new permission sets or permissions, you can modify them.

Note

Another prerequisite permission set is the FOUNDATION permission set.

If you want to use the UI Elements Removal feature to automatically remove UI elements according to user permissions, it is recommended that you use the FOUNDATION permission set together with the relevant application permission sets. For more information, see Removing Elements from the User Interface According to Permissions.

Modifying the BASIC Permission Set with Default Permissions

Before beginning the following procedure, you have to install Dynamics NAV and include CRONUS.

To modify permission sets with default permissions using RapidStart Services

  1. In the Search box, enter Configuration Packages, and then choose the related link.

  2. On the Home tab, in the Manage group, choose New to create a new package.

  3. Enter a appropriate values in the Package Code and Description fields.

  4. On the Tables lines, add the following tables.

    Table name Table number
    Permission Set 2000000004
    Permission 2000000005
  5. Select both lines, and on the Tables toolbar, choose Excel, and then choose Export to Excel.

  6. Navigate to the RapidStart Services package. Choose Open.

    The package contains all permission sets, including the Basic permission set. You can modify the permission settings in Excel. Save your changes.

  7. On the Tables toolbar, choose Excel, and then choose Import from Excel.

  8. In the configuration packages list, select the .xlsx file.

  9. On the Home tab, in the Process group, choose Apply Package.

    You can also modify permission sets directly in the Microsoft Dynamics NAV Windows client. For more information, see How to: Create or Modify Permission Sets. In addition, if you are upgrading from an earlier version of Dynamics NAV, you can upgrade permissions and roles as part of the upgrade process. For more information, see Upgrading the Data.

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 How to: Specify When UI Elements Are Removed.

See Also

Security Overview
Managing Permissions and Permission Sets
How to: Define Permissions for Users
Removing Elements from the User Interface According to Permissions