User Permissions (3/10)

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

Mobile WMS and Base permission sets

We included a permission set called "MOBWMSUSER".

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

Besides this, you must include a list of base permission sets.

Adding permission sets

Please add the following permission set to all mobile users

Recommended Permissions Sets

Permission Set	Description	Comment	Extension Name

Permission Set	Description	Comment	Extension Name
MOBWMSUSER	Mobile WMS User		Tasklet Mobile WMS
D365 BASIC	Dynamics 365 Basic access		Base Application
D365 SETUP	Dyn. 365 Company data setup		Base Application
D365 INV DOC, POST	Dyn. 365 Post inventory doc		Base Application
D365 JOURNALS, POST	Dynamics 365 Post journals		Base Application
D365 PURCH DOC, POST	Dyn. 365 Post purchase doc.		Base Application
D365 SALES DOC, POST	Dynamics 365 Post sales doc.		Base Application
D365 WHSE, EDIT	Dynamics 365 Create warehouse		Base Application
D365 ASSEMBLY, EDIT	Dynamics 365 Create assembly	If using Assembly	Base Application
D365PREM MFG, EDIT	Dyn. 365 Create manufacturing	If using Manufactoring (Production). For BC18 and older: D365PREM MFG. EDIT (with period)	Base Application

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.

Copy the "MOBWMSUSER" permission set?

Please avoid copying the "MOBWMSUSER" to make your own adjusted permission set.

Instead you should create a new permission set and include the "MOBWMSUSER" permission set and include or exclude additional permissions.

You will thereby always get any changes we make to the "MOBWMSUSER" permission set, while keeping the adjustments.

This is possible for Business Central 2022 release wave 2 (BC21) and later versions. For older versions it can be necessary to copy and adjust the "MOBWMSUSER" permission set, but then please ensure to validate user's permissions before applying an updated Mobile WMS to a production environment.

For more information, please visit https://learn.microsoft.com/en-us/dynamics365/business-central/ui-define-granular-permissions#create-a-permission-set

Using Tasklet PrintNode without having the MOBWMSUSER permission set

This step is not required for Business Central 2022 release wave 2 (BC21) and later versions.

For Business Central 2022 release wave 1 (BC20) and earlier versions, you will need to grant read permission to selected setup tables to all users planned to use the Tasklet PrintNode printers.

Please grant read permission to the two tables shown below - for example by creating a Permission Set like this:

Finally make sure all relevant users get the permission set assigned.

Are additional permissions sets needed?

When using other ISV-solutions or extensions that attach to the Warehouse processes, you might must added permissions for these, to mobile users.

Also, you might need to revise permissions when modifications Mobile WMS objects are implemented.