Continia Banking permissions
To use Continia Banking, assign one or more permission sets (also called roles) to each user. These permission sets grant access to features and enable users to complete specific tasks. Continia provides several predefined permission sets, each designed for a specific purpose. You can also create custom permission sets if needed, or add users to a security group that already includes the required permission sets. For more information, see Assign permissions to users and groups (Microsoft Learn article).
Bemærk
Make sure to assign the necessary Microsoft Dynamics 365 Business Central permission sets, along with the Continia ones, to make sure that all features function correctly.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CSC ADMIN | Administrative access across Continia solutions. |
| CSC APP SETUP | Permissions to setup tables. Required to activate Continia products, including Continia Core. Primarily used during installation or when modifying subscription agreements (e.g., enabling or disabling modules) in Business Central online. |
| CSC BASIC | Mandatory for all Business Central users, even those not directly using Continia Banking. This set provides essential permissions to access and run objects that interact with standard Business Central code. |
Continia Banking-specific permission sets
Bemærk
In the Role Center, you can only see the tiles and activities you have permission to access. If a tile related to Continia Banking is not visible, verify that the user has been assigned the appropriate permission set. To review which permission sets are assigned to a user, open the User Card and check the User Permission Sets section.
The following permission sets apply to Continia Banking version 27.0.0 or higher. These replace the legacy CTS-* permission sets used in earlier versions.
| Permission set | Description |
|---|---|
| CTS CB BASE ADMIN | Full administrative access to Continia Banking base features. |
| CTS CB BASE EDIT | Edit access to base Continia Banking data and settings. |
| CTS CB BASE READ | Read-only access to base Continia Banking data. |
| CTS CB CSV ADMIN | Full control over CSV import processes, including configuration. |
| CTS CB CSV EDIT | Edit and manage imported CSV files. |
| CTS CB CSV READ | Read-only access to imported CSV data. |
| CTS CB EXPORT ADMIN | Full control over banking export processes. |
| CTS CB EXPORT EDIT | Edit and manage banking export data. |
| CTS CB EXPORT READ | Read-only access to banking export data. |
| CTS CB EXPORT VERIFY | Enable and manage bank account verification. |
| CTS CB GLOBAL ADMIN | Grants global administrative privileges across Continia Banking. |
| CTS CB IMPORT ADMIN | Full control over banking import processes. |
| CTS CB IMPORT EDIT | Edit and manage banking import data. |
| CTS CB IMPORT READ | Read-only access to banking import data. |
| CTS CB PSP ADMIN | Full control over Payment Service Provider (PSP) processes. |
| CTS CB PSP EDIT | Edit and manage PSP import data. |
| CTS CB PSP READ | Read-only access to PSP import data. |
| CTS CB SEC ADMIN | Full control over payment approval workflows and bank account verification. |
| CTS CB SEC READ | Read-only access to payment approval workflows. |
Legacy permission sets (for older versions)
These permission sets apply only to earlier versions of Continia Banking (up to and including version 26.5.1) and are retained here for reference.
| Permission set | Description |
|---|---|
| CTS-CB BASIC | Access to all Continia Core features and Banking activation status. |
| CSC APP SETUP | Used for activating Continia products and managing subscriptions. |
| CTS-AW ADMIN | Full control over payment approval workflows. |
| CTS-CB ADMIN | Setup and configuration of Continia Banking. |
| CTS-CBCP ADMIN | Create CSV Ports and import CSV files. |
| CTS-CBCP BASIC | Manage and work with imported CSV files. |
| CTS-CBPP ADMIN | Admin privileges for PSP import processes. |
| CTS-CBPP BASIC | Basic access to PSP import functionality. |
| CTS-CBPP USER | Standard user access to PSP import data. |
| CTS-PE ADMIN | Full control over Banking Export processes. |
| CTS-PE BASIC | Read-only access to Banking Export data. |
| CTS-PE USER | Standard user access to Banking Export data. |
| CTS-PI ADMIN | Admin control over Banking Import processes. |
| CTS-PI BASIC | Read-only access to Banking Import data. |
| CTS-PI USER | Standard user access to Banking Import data. |
Example permission setups
The following examples show how you can combine permission sets for common user roles in Continia Banking. These examples are provided for guidance only. The required permission sets depend on your company’s setup, processes, and security requirements.
System administrator, partner, or consultant
Users responsible for setup, configuration, and maintenance typically need broad access:
- CSC ADMIN
- CSC APP SETUP
- CTS CB GLOBAL ADMIN
or, for more limited access:
- CTS CB BASE ADMIN
- CTS CB BASE EDIT
- CTS CB BASE READ
Employee working with bank integration and setup
Users who configure integrations and payment setup typically need:
- CSC BASIC
- CTS CB GLOBAL ADMIN
Bookkeeper working with journals and reconciliation
Users who work with payment journals and bank reconciliation typically need:
- CSC BASIC
- CTS CB BASE EDIT
- CTS CB EXPORT EDIT
- CTS CB IMPORT EDIT
- CTS CB CSV EDIT (if importing files outside standard formats)
- CTS CB PSP EDIT
Read-only user (for example, controller or accountant)
Users who only review data typically need:
- CSC BASIC
- CTS CB BASE READ
- CTS CB CSV READ
- CTS CB EXPORT READ
- CTS CB IMPORT READ
- CTS CB PSP READ
Minimum permission sets
The following examples show the minimum permission sets required for common tasks:
- Access Continia Banking (basic access)
- CSC BASIC
- CTS CB BASE READ
- Export payments to the bank
- CSC BASIC
- CTS CB EXPORT EDIT
- Import statements and reconcile
- CSC BASIC
- CTS CB IMPORT EDIT