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Roles and Permissions

Roles and Permissions

Permissions play a big part in ensuring business confidentiality, making sure that different users can only do what they are supposed to do. It is an involved process, but thankfully with Business Central, it's not a complex one


Roles and User Groups

Personalize views and access based on user roles.

  • Assign role-based profiles to users and create your own roles, giving a user interface relevant to the user's job.
  • Assign default roles to specific user groups.
  • Easily switch between roles.
  • Easily customize every page and ribbon within a role centrally.

The default role profiles

Preferences

Tailor the system to the way you work.

  • Personalize your workspace by adding or hiding fields and actions.
  • Filter lists using any table fields and formulas and save your parameters into views.
  • Changes you make follow you anywhere, use your saved views on your laptop, cell phone or tablet.
customize view by role

Security and permissions

Business Central allows for complete control over access to sensitive data and business processes, ensuring that the right people have the right access to the information they need to do their jobs.

  • Use the out-of the-box permission sets to create your own by referencing existing ones.
  • Create record level permissions to exclude access to specific data, such as the entries for a specific G/L Account.
  • Create user groups with specific permission sets.
  • Assign permissions per company.
  • Create custom permission sets by recording steps performed in Business Central.
Security and permissions screen

See how Business Central helped a small business recoup 20% of their unbilled labor costs

Read the Entire Case Study

 

Improved Monthly Reporting

See how this translates into having better visibility to your company’s health. Check out these out-of-the-box capabilities with Microsoft Business Central.

See Reporting Capabilities

 

Learn more about how to start using the system

It's not too good to be true. We have made Microsoft Business Central accessible to small businesses by offering a self-service training and implementation plan.

How it works

 

Ready to try it for yourself?

Get started with Launchpad today.

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