Document Capture Permissions
In order to be able to use Continia Document Capture, you must be assigned one or more permission sets (also known as "roles") that provide you with the permissions you need. There are several different predefined permission sets, each of which includes a number of permissions that grant access to certain features and enable you to carry out various tasks. If necessary, you can also create your own custom permission sets.
Another way to obtain certain permissions is by becoming a member of a user group to which the needed permissions have been applied. 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.
Overview of predefined permission sets
Two types of predefined permission sets are relevant to users of Document Capture:
- Standard permission sets that apply to all Continia solutions
- Permission sets that are specific to Document Capture
The Document Capture permission sets are a supplement to the standard Continia permission sets and work in combination with these.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CSC BASIC | To ensure that all standard features work as intended, the CSC BASIC permission set is mandatory for all Business Central users, including those who don't use Document Capture directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. The permission set also enables you to obtain the Document Capture activation status. Overall, it's 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'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, as users who set up on-premises environments typically use the CDC-SUPER permission set instead. |
Document Capture-specific permission sets
| Permission set | Description |
|---|---|
| CDC-ALL | To ensure that all standard features work as intended, the CDC-ALL permission set is mandatory for all Business Central users, including those who don't use Document Capture directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. The permission set is similar to the standard Dynamics NAV/Business Central BASIC permission set. |
| CDC-CAPTURE | This permission set allows you to import files, capture document values, and register documents in Business Central using Document Capture. Note that you must also be assigned certain standard Business Central permission sets in order to use Document Capture to capture and process documents, depending on what version of Business Central you're using. |
| CDC-APPROVE | Using this permission set, you can perform all basic approval operations when approving documents in either Business Central or the Continia Web Approval Portal: approve, reject, put on hold, forward, and add comment. The permission set is applicable as of Business Central v14. |
| CDC-SUPER | When you're assigned this permission set, you get full access to all Document Capture tables. This typically applies to users who set up Document Capture in Business Central. |
| CDC-WEB | This permission set enables you to approve documents in the Web Approval Portal. The permission set only applies up to and including Business Central v13. In Business Central v14 and later, this permission set is included in CDC-APPROVE. |
| CDC-EDIT | With this permission set, you can edit purchase invoice lines when approving documents. The permission set only applies up to and including Business Central v13. In Business Central v14 and later, this permission set is included in CDC-APPROVE. |
| CDC-ALLOCAT | This permission set is mandatory for customers using allocations. The permission set only applies up to and including Business Central v13. In Business Central v14 and later, this permission set is included in CDC-ALL. |
As indicated above, the CDC-WEB, CDC-EDIT, and CDC-ALLOCAT permission sets were discontinued as of version 14 of Business Central. For version 14 and all subsequent versions of Business Central, the individual permissions of these three sets have instead been included in the other permission sets mentioned above.
Note
In order to be able to configure approval sharing and export users to the Web Approval Portal, you must have access to all companies.
Permission sets for accounts payable clerks and similar
If your role is to process invoices and other business documents (for example as a bookkeeper or an accounts payable clerk), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:
- The name of the permission set depends on your version of NAV/Business Central.
Permission sets for approvers
If you're an approver (whether in Microsoft Dynamics NAV/Business Central or in the Web Approval Portal), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:
- The name of the permission set depends on your version of NAV/Business Central.
Note
In the Web Approval Portal, the account name of each document line is displayed in the Account Name column. In order for this to be visible, you must have direct access to the various types of accounts that can be displayed here (G/L accounts, items, resources, fixed assets, and item charges). Direct access to G/L accounts, items, resources, and item charges is included in the mandatory D365 PURCH DOC, EDIT and D365 BASIC permission sets mentioned above. If you're using fixed assets, you must be assigned a standard permission set that includes fixed assets.
Permission sets for reviewers
If you're a purchase contract reviewer (whether in Microsoft Dynamics NAV/Business Central or in the Web Approval Portal), you must as a minimum be assigned the following permission sets for the companies that are relevant to you:
- CSC BASIC
- CDC-ALL
- CDC-APPROVE
- D365 BASIC1
- The name of the permission set depends on your version of NAV/Business Central.
Updating permissions when implementing service packs
When you upgrade Document Capture or implement a service pack in Business Central online or apps, permissions are always updated automatically.
However, when you implement a service pack in FOB-based versions of NAV/Busines Central, you must manually run the following codeunits whenever permissions have been changed:
- 6086005 (CDC Create Doc. Capture Roles) – to update the Document Capture-specific permission sets
- 6192860 (CSC Create Core Roles) – to update the standard Continia permission sets
Running these codeunits will only add or modify permissions – no permissions are deleted.
Assigning permissions to users and user groups
Assigning Document Capture 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
Creating your own permission sets manually is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.
See also
Assign Permissions to Users and User Groups (Microsoft article)