User Permissions

Description

Let's add the appropriate permission sets to mobile users

Prerequisites - before you proceed

Before adding permission sets, the users must be created.

That task is beyond the scope of this guide. 

See https://docs.microsoft.com/en-us/dynamics365/business-central/ui-how-users-permissions#the-device-license

Adding the correct permission set to mobile users

We included a permission set called "MOBWMSUSER".

This defines access to Mobile WMS tables and standard tables not contained in standard permission sets.

Besides this set, you must include a list of base permission sets to all your mobile users

Please add the following permission set to all mobile users

Recommended Permissions sets for BC14 and newer ^{(spring release 2019)}

• MOBWMSUSER Mobile WMS User
• D365 BASIC Dynamics 365 Basic Access
• D365 SETUP Dyn. 365 Company data setup
• D365 INV DOC, POST Dyn. 365 Post inventory doc
• D365 JOURNALS, POST Dynamics 365 Post journals
• D365 PURCH DOC, POST Dyn. 365 Post purchase doc.
• D365 SALES DOC, POST Dyn. 365 Post sales doc.
• D365 WHSE, EDIT Dynamics 365 Create warehouse
• D365PREM MFG, EDIT Dyn. 365 Create manufacturing ('comma' in BC19 or newer)
• D365PREM MFG. EDIT Dyn. 365 Create manufacturing ('dot' in BC18 or older)

Recommended permissions sets in BC13 or earlier

• MOBWMSUSER Mobile WMS User
• D365 BASIC Dynamics 365 Basic Access
• BASIC Basic User (All Inclusive)
• INVT-ITEM JNL Create entries in item jnls.
• INVT-ITEM JNL, POST Post item journals
• INVT-ITEM/BOM Read items/BOMs/SKUs/entries
• INVT-PHYS INV JNL Taking a physical inventory
• INVT-TRANSFER Create transfer orders
• INVT-TRANSFER, POST Post transfer orders
• MFG-CONS. JNL Create entries in Cons. Jnl.
• MFG-CONS. JNL, POST Post Cons. Jnl.
• MFG-OUTP. JNL Create entries in Output
• MFG-OUTP. JNL, POST Post Output Jnl.
• P&P-Q/O/I/R/C, POST Post purchase orders, etc.
• S&R-Q/O/I/R/C, POST Post sales orders, etc.
• WM-PERIODIC Whse. Mgt. periodic activities
• WM-R/PA/A/P/S Create receipt, put away, etc.
• WM-R/PA/A/P/S, POST Post receipt, put away,etc.

The permissions must be revised when modifications to standard Business Central or Mobile WMS objects are implemented.

Limiting access

Tip: Instead of modifying permissions, you can use 3. Mobile Group and 4. Mobile Menu to limit access to certain functions for certain users.