Chapter 1. User and group management

Procedure

1. Log in to Business Central and click Admin Users.
2. Click New user, enter a user name, and then click Next.
3. If desired, click the Groups tab, click Add to groups, and then select the groups that you want this user to belong to. Then click Add to selected groups.
4. Click the Roles tab, click Add roles, and then select the roles that you want to give this user. Then click Add to selected roles.
5. Click Create.
6. Click Yes to set a password for the user and click Change.

Procedure

1. Log in to Business Central.
2. Select Admin Users.
3. From All users, click the user you want to edit. All user details are displayed in the right pane.

4. Click Edit.

   • Complete the following steps to add groups to users:

     1. From Groups, click Add to groups. The Group selection for user window opens.
     2. Select or deselect the groups you want the user to be a part of.
     3. Click Add to selected groups.

   • Complete the following steps to add roles to users:

     1. From Roles tab, click Add roles. The Role selection for user window opens.
     2. Select or deselect the roles you want to assign to the user.
     3. Click Add to selected roles.

   • Complete the following step to view user permissions:

     1. Click the Permissions tab and expand the attributes to view user permissions.

   • Complete the following steps to change the user’s password,

     1. Click Change Password. The Change password for user window opens.
     2. Enter and confirm the new password and click Change.

   • Complete the following steps to delete the user,

     1. Click Delete and then click Yes to remove the user.
5. Click Save to apply the changes.

Procedure

1. Log in to Business Central.
2. Select Admin Groups.
3. Click New group, enter a group name, and then click Next.

4. Select the users that you want to belong to this group, and then click Add selected users.

   The newly created group is listed under All groups.

Procedure

1. Log in to Business Central.
2. Select Admin Groups.
3. From All groups, click the group you want to edit. All user details are displayed in the right pane.
4. Select the home page from the Home Page list.
5. Select the priority from the Priority list.

6. In the Permissions section, expand the resource attribute and change its permission.

   Note

   You can add exceptions to Pages, Editor, Spaces, and Projects permissions.

7. Click Save to apply the changes.

   Note

   Use Delete to remove a group from Business Central.