Document Output Permissions
In order to be able to use Continia Document Output, 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 Output:
- Standard permission sets that apply to all Continia solutions
- Permission sets that are specific to Document Output
The Document Output 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 | This permission set grants you access to all Continia Core features and enables you to obtain the Document Output activation status. All users of Document Output must be assigned the CSC BASIC and CDO-ALL permission sets to ensure that all standard features work as intended. |
| 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 CDO-SUPER permission set instead. |
Document Output-specific permission sets
| Permission set | Description |
|---|---|
| CDO-ALL | With this permission set, you're able to perform all basic Document Output operations in Business Central (including editing email recipients), except viewing the log, editing templates, and modifying the setup. All users of Document Output must be assigned the CSC BASIC and CDO-ALL permission sets to ensure that all standard features work as intended. The CDO-ALL permission set may also be necessary for Business Central users that don't use Document Output, as they may still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. |
| CDO-LOG | This permission set allows you to view the log in Document Output. |
| CDO-SUPER | When you're assigned this permission set, you get full access to all Document Output functionality. |
Note
If you can’t locate any of the above roles, run codeunit 6192860 CSC Create Core Roles and codeunit 6175291 CDO Create Roles. These codeunits will then create all relevant roles for Continia Core and Document Output respectively.
Assigning permissions to users and user groups
Assigning Document Output 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)