OPplus Smart Banking Permissions
For users to work with Continia OPplus Smart Banking, 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 | This permission set grants users access to all Continia Core features, and enables them to obtain the OPplus Smart Banking activation status. All users of OPplus Smart 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 CPM-365 ADMIN permission set. |
OPplus Smart Banking specific permission sets
| Permission set | Description |
|---|---|
| CTS-OSB ADMIN | This permission set is intended for the OPplus Smart Banking administrator, and it's required for setting up OPplus Smart Banking. In addition, this permission set also includes the permissions included in CTS-OSB PAYMENTS and CTS-OSB STAT. RECON.. |
| CTS-OSB PAYMENTS | Users with this permission set can export payments. In addition, it also includes all the permissions found in the CTS-OSB STAT. RECON. permission set. |
| CTS-OSB STAT. RECON. | The OPplus Smart Banking Account Reconciliation permission set allows users to import bank statements from the bank. |
Assigning permissions to users and user groups
To assign OPplus Smart 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.
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.