Continia Banking Permissions
To use Continia Banking, assign one or more permission sets (also called roles) to users. These permission sets provide the necessary permissions for accessing features and performing tasks. Several predefined permission sets exist, each with a specific set of permissions.
Alternatively, you can grant users the relevant permissions by adding them to a user group that has those permissions.
Note
In addition to the Continia permission sets mentioned in this article, you must also be assigned the standard Microsoft Dynamics 365 Business Central permission sets in order for all permitted operations to work as intended.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CSC BASIC | This permission set grants users access to all Continia Core features, and enables them to obtain the Continia Banking activation status. All users of Continia Banking must be assigned the CSC BASIC permission set to ensure that all standard features work as intended. |
| CSC APP SETUP | This permission set allows users to activate Continia products, including Continia Core. It's mainly used for product installation and – in Business Central online – when making changes to subscription agreements, such as selecting and deselecting subscribed modules. The permission set is mostly required in online deployments of Business Central. Users who set up on-premises environments typically use the CCB-365 ADMIN permission set. |
Continia Banking specific permission sets
| Permission set | Description |
|---|---|
| CTS-AW ADMIN | Users with this permission set can create, edit, and delete payment approval workflows for all payment journals. In addition, they can also view and delegate all open approval requests. |
| CTS-CB ADMIN | This permission set is intended for the Continia Banking administrator, and it's required for setting up Continia Banking. |
| CTS-CBCP ADMIN | Users with this permission set can create CSV ports and import CSV files. |
| CTS-PE ADMIN | Banking Export Admin |
| CTS-PI ADMIN | Banking Import Admin |
To assign permissions to users and user groups
To assign Continia Banking permissions to users and user groups is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.
To create custom permission sets
To manually create your own permission sets is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.