Continia Finance Permissions
For users to work with Continia Finance, they must be assigned one or more permission sets (also known as "roles") that provide them with the permissions they need. There are several different predefined permission sets, each of which includes a number of permissions that grant access to certain features and enable users to carry out various tasks.
Users can also be granted the relevant permissions by becoming a member of a user group that has the relevant permissions. For more information, see Assigning permissions to users and user groups.
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 | It is mandatory for all Business Central users to have the CSC BASIC permission set to ensure that all standard features work as intended. This includes users who do not use Continia Products directly, as they still need certain permissions to access and run objects that may interfere with the standard Business Central code. The permission set also enables you to obtain the Continia Products activation status. It is similar to the standard Dynamics NAV/Business Central BASIC permission set. |
| CSC APP SETUP | This permission set allows you to activate Continia products, including Continia Core. It is mainly used for product installation and, in Business Central online, when making changes to subscription agreements, such as selecting and deselecting subscribed modules. |
Continia Finance specific permission sets
| Permission set | Description |
|---|---|
| CTS-CFI ALL | Finance: All |
| CTS-CFI CVL, READ | Finance: Association read |
| CTS-CFI CVL, SETUP | Finance: Association setup |
| CTS-CFI CVL, USE | Finance: Association use |
| CTS-CFI EFR, READ | Finance: Ext. Fin. Reports read |
| CTS-CFI EFR, SETUP | Finance: Ext. Fin. Reports setup |
| CTS-CFI EFR, USE | Finance: Ext. Fin. Reports use |
| CTS-CFI FA, READ | Finance: Fixed Assets read |
| CTS-CFI FA, SETUP | Finance: Fixed Assets setup |
| CTS-CFI FA, USE | Finance: Fixed Assets use |
| CTS-CFI GLOE, READ | Finance: G/L Open Entries read |
| CTS-CFI GLOE, SETUP | Finance: G/L Open Entries setup |
| CTS-CFI GLOE, USE | Finance: G/L Open Entries use |
| CTS-CFI INS, READ | Finance: Installment read |
| CTS-CFI INS, SETUP | Finance: Installment setup |
| CTS-CFI INS, USE | Finance: Installment use |
| CTS-CFI MLPD, READ | Finance: Multi-Level Disc. read |
| CTS-CFI MLPD, SETUP | Finance: Multi-Level Disc. setup |
| CTS-CFI MLPD, USE | Finance: Multi-Level Disc. use |
| CTS-CFI TRE, READ | Finance: Treasury read |
| CTS-CFI TRE, SETUP | Finance: Treasury setup |
| CTS-CFI TRE, USE | Finance: Treasury use |
Assigning permissions to users and user groups
To assign Continia Finance 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.
Creating 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.