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Chapter 20. Role-based access control for branches in Business Central


Business Central provides the option for users to restrict the access for a target branch for a specific collaborator type. The security check uses both the Security Management screen and contributors sources to grant or deny permissions to spaces and projects. For example, if a user has the security permission to update a project and has write permission on that branch, based on the contributor type, then they are able to create new assets.

20.1. Customizing role-based branch access

You can customize contributor role permissions for each branch of a project in Business Central. For example, you can set Read, Write, Delete, and Deploy access for each role assigned to a branch.

Procedure

  1. In Business Central, go to Menu Design Projects.
  2. If needed, add a new contributor:

    1. Click the project name and then click the Contributors tab.
    2. Click Add Contributor.
    3. Select the role name from the admin pull-down menu, for example, analyst.
    4. Select the Contributor role type from the Owner pull-down menu.
    5. Click Ok.
  3. Customize role-based branch access for the relevant contributor:

    1. Click Settings Branch Management.
    2. Select the branch name from the Branch Management pull-down menu.
    3. In the Role Access section, select or deselect the permissions check boxes to specify role-based branch access for each available role type.
    4. Click Save and click Save again to confirm your changes.
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