Tasks when new user required to add into BC.
1) Create new user in BC Admin Center and assign the security group if any
2) Setup in Business Central
- Go to Users - Update User from BC 365
- Go to User Setting => Assign the default Role, Language and Region for the user
- Go to User Setup => Configuration for the additional security set up (e.g. Allow positing period, Item Cost Visible etc) if any.
- Check the following setup and update if needs.
- Approval User Setup
- Workflow User Group
- Salesperson/Purchaser - If the new user is Salesperson or Purchaser, create new record in Salesperson/Purchaser
- Marketer - If the new user is Marketer, update the Default Marketer (if needs)
- Permission set - if security filer is required for the new user (e.g. Division, Marketer, Salesperson), create the permission set with related security filter for the user.
- Permission - If no security group assigned to the user, assign the permission to the user in Users card or setup in Permission by Users page
If change role of the existing user
1) Update "Group Member" in BC Admin Center if the security group is created in BC Admin Centre and the user is associated to the security group
2) If Permission set is assigned by Security Group, then no need to handle permission. otherwise, update the permission set for the user if needs.
3) Update User Setting (if change the Role Centre)
4) Update following setup if needs
- Approval User Setup
- Workflow User Group
- Salesperson/Purchaser
- Default Marketer