Dynamics Business Central (NAV)
Experts:
NAV 2017 Permissions – Groups and Sets to run Jet Reports
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NAV 2017 Permissions – Groups and Sets to run Jet Reports
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Does anyone know what User Groups and Permission Sets are already set up in NAV 2017 when it’s straight out of the box? I’m having an issue getting the User(s) who are creating Jet Reports, for all departments, enough permissions to be able to create the reports without making him/her a “Super” user.
The users who did the implementation are no longer here and I don’t have access to Cronus. I want to know what, if any, User Groups and Permission Sets are set up prior to implementation. From there, maybe I can determine what Permissions are in the Perm. Set. and what Sets are in the Group.
We are finding that when they create a Jet report, if they don’t have permission to access a table, the report will not run right for them because they can’t see all of what Jet is pulling in.Thanks so much
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Xan
Katy TX
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Below is a list of Cronus permission sets for NAV 2018.
Are you coming to User Group Summit? I’ll be doing a session and a Fast Chat about Permissions.
Permission Set Name ADCS ALL ADCS User ADCS SETUP ADCS Set-up BANKDEC-EDIT Edit Bank Recs BANKDEPOSIT-EDIT Edit Bank Deposits BANKDEPOSIT-POST Post Bank Deposits BANKDEPOSIT-POSTED Read Posted Bank Deposits BANKREC-POST Post Bank Recs BANKREC-POSTED Read Posted Bank Recs BANKSTATEMNT-SERVICE Bank Statement Service Setup BASIC Basic User (All Inclusive) CASHFLOW Cash Flow Total CHANGELOG-DELETE Delete Change Log Entries CHANGELOG-SETUP Setup Change Log CHANGELOG-VIEW View Change Log Entries COST Cost Accounting D365 ACC. PAYABLE Dynamics 365 Accounts payable D365 ACC. RECEIVABLE Dyn. 365 Accounts receivable D365 ACCOUNTANTS Dynamics 365 for Accountants D365 ASSEMBLY, EDIT Dynamics 365 Create assembly D365 ASSEMBLY, SETUP Dynamics 365 Setup assembly D365 ASSEMBLY, VIEW Dynamics 365 View assembly D365 BANKING Dynamics 365 Banking D365 BASIC Dynamics 365 Basic access D365 BUS FULL ACCESS Dyn. 365 Full Business Acc. D365 CASH FLOW Dynamics 365 Cash Flow D365 COSTACC, EDIT Dyn. 365 Edit Cost Accounting D365 COSTACC, SETUP Dyn. 365 Setup Cost Accounting D365 COSTACC, VIEW Dyn. 365 View Cost Accounting D365 CUSTOMER, EDIT Dynamics 365 Create customers D365 CUSTOMER, VIEW Dynamics 365 View customers D365 DYN CRM MGT Dynamics 365 Dynamics CRM Mgt. D365 EXTENSION MGT Dynamics 365 Extension Mgt. D365 FA, EDIT Dyn. 365 Create Fixed Assets D365 FA, SETUP Dyn. 365 Fixed Assets Setup D365 FA, VIEW Dynamics 365 View Fixed Assets D365 FINANCIAL REP. Dynamics 365 Financial reports D365 FULL ACCESS Dynamics 365 Full access D365 GLOBAL DIM MGT Dyn. 365 Change Global Dim D365 HR, EDIT Dynamics 365 Create Basic HR D365 HR, SETUP Dynamics 365 Basic HR Setup D365 HR, VIEW Dynamics 365 View Basic HR D365 IC, EDIT Dyn. 365 Edit Intercompany D365 IC, SETUP Dyn. 365 Intercompany Setup D365 IC, VIEW Dyn. 365 View Intercompany D365 INV DOC, CREATE Dyn. 365 Create inventory doc D365 INV DOC, POST Dyn. 365 Post inventory doc D365 INV, SETUP Dyn. 365 Inventory Setup D365 ITEM, EDIT Dynamics 365 Create items D365 ITEM, VIEW Dynamics 365 View items D365 JOURNALS, EDIT Dynamics 365 Edit journals D365 JOURNALS, POST Dynamics 365 Post journals D365 OPPORTUNITY MGT Dynamics 365 Opportunity Mgt. D365 PURCH DOC, EDIT Dyn. 365 Create purch. doc. D365 PURCH DOC, POST Dyn. 365 Post purchase doc. D365 RAPIDSTART Dynamics 365 RapidStart D365 READ Dyn. 365 Read access all D365 RM SETUP Dynamics 365 Rlshp. Mgt. Setup D365 SALES DOC, EDIT Dynamics 365 Create sales doc. D365 SALES DOC, POST Dynamics 365 Post sales doc. D365 SETUP Dyn. 365 Company data setup D365 TEAM MEMBER Dynamics 365 Team Member D365 VENDOR, EDIT Dynamics 365 Create vendors D365 VENDOR, VIEW Dynamics 365 View vendors D365 WEBHOOK SUBSCR D365 Webhook Subscription DATAEXCH-SETUP Data Exchange Setup DOC-APP-SETUP Document Approval Setup DOC-APP-USER Document Approval DOLSETUP Dynamics Online Setup DYNAMICS CRM MANAGE Manage Dynamics CRM Int. DYNAMICS CRM SETUP Setup Dynamics CRM Int. DYNAMICS CRM VIEW Dynamics CRM Integration ENCRYPTED-KEYVALUE Encrypted Key/Value FA-FIXED ASSET Read fixed assets and entries FA-FIXED ASSET, EDIT Edit fixed assets FA-INS JOURNAL Create entries in ins. jnls. FA-INS JOURNAL, POST Post insurance journals FA-INS REGISTER Read insurance registers FA-INSURANCE Read insurances and entries FA-INSURANCE, EDIT Edit insurances FA-JOURNAL Create entries in FA journals FA-JOURNAL, POST Post FA journals FA-PERIODIC FA periodic activities FA-REGISTER Read FA registers FA-SETUP FA setup FOUNDATION Recommended for UI Removal G/L-ACC SCHED Read account schedules G/L-ACC SCHED, EDIT Edit account schedules G/L-ACCOUNT Read G/L accounts and entries G/L-ACCOUNT, EDIT Edit G/L accounts G/L-BANK ACC Read bank accounts and entries G/L-BANK ACC, EDIT Edit bank accounts G/L-BUDGET Read G/L budgets G/L-BUDGET, EDIT Edit G/L budgets G/L-JOURNAL Create entries in G/L journals G/L-JOURNAL, POST Post G/L journals G/L-PERIODIC G/L periodic activities G/L-REGISTER Read G/L registers G/L-SETUP G/L setup G/L-XBRL Read XBRL Taxonomies G/L-XBRL, EDIT Create, edit XBRL Taxonomies GLOBAL DIM MGT Change Global Dimension HR-ABSENCE Create and edit absence HR-CONFIDENTIAL Create and edit confidential HR-EMPLOYEE Read employees HR-EMPLOYEE, EDIT Edit employees HR-SETUP Human Resources setup IC-SEND/RECEIVE Send/Receive Intercomp. Trans. INTRASTAT-PERIODIC Intrastat periodic activities INTRASTAT-SETUP Intrastat setup INVT-ANALYSIS Read S&R/P&P/Inv. Analys. Rep. INVT-ANALYSIS, EDIT Edit S&R/P&P/Inv. Analys. Rep. INVT-BUDGET Read S&R/P&P Budgets INVT-BUDGET, EDIT Edit S&R/P&P Budgets INVT-ITEM JNL Create entries in item jnls. INVT-ITEM JNL, POST Post item journals INVT-ITEM REGISTER Read item registers INVT-ITEM/BOM Read items/BOMs/SKUs/entries INVT-ITEM/BOM, EDIT Edit items/BOMs/SKUs INVT-PERIODIC Inventory periodic activities INVT-PHYS INV JNL Taking a physical inventory INVT-POSTED TRANSFER Read posted transfer orders INVT-SETUP Inventory setup INVT-TRANSFER Create transfer orders INVT-TRANSFER, POST Post transfer orders JOB-JOBS Read jobs and entries JOB-JOBS, EDIT Edit jobs JOB-JOURNAL Create entries in job journals JOB-JOURNAL, POST Post job journals JOB-PERIODIC Job periodic activities JOBQUEUERUN Job Queue Run JOBQUEUESETUP Job Queue Setup JOB-REGISTER Read job registers JOB-SETUP Job setup LEWIS-01 Item Trans Repprt LOCAL Country/region-specific func. MAPPOINT MapPoint MAP-SETUP MapPoint Setup MFC-ITEM CHARGES MFC-Item Charge Maintenance MFC-ITEM CHARGES2 MFC-Item Charge Maintenance MFC-WH-PUTAWAY Whse Put-Away MFG-CAP. JNL Create entries in Cap. Jnl. MFG-CAP. JNL, POST Post Cap. Jnl. MFG-CAP. REGISTER Read Capacity register MFG-CONS. JNL Create entries in Cons. Jnl. MFG-CONS. JNL, POST Post Cons. Jnl. MFG-CRP Read CRP MFG-CRP SETUP Setup CRP MFG-CRP, EDIT Edit Work & machine ctr. MFG-DESIGN Read Production BOM & Routing MFG-DESIGN, EDIT Edit Production BOM & Routing MFG-FNSHD PROD ORDER Read finished production order MFG-OUTP. JNL Create entries in Output Jnl. MFG-OUTP. JNL, POST Post Output Jnl. MFG-PLANNING Create Planning MFG-PLANNING, CREATE Make orders from Planning MFG-PROD.ORDER Read production order MFG-PROD.ORDER REG. Read production order register MFG-PROD.ORDER, EDIT Edit production order MFG-SETUP Setup Manufacturing MY-MFG-PLANNING Create Planning NAVUG NAVUG NAVUG CREATE CUST Create Customer NAVUG SO ENTRY NAVUG Sales Order Entry Test NAVUG VENDOR SELECT Read SELECT vendors, entries NAVUG WEBINAR NAVUG WEBINAR PERMISSIONS NAVUG-ALL NAVUG-ALL Objects NAVUG-ALL TABLES (R) NAVUG-Read all Tables NAVUG-CUSTOMER-F NAVUG-Customer (Full Access) NAVUG-ITEM-F NAVUG-Item (Full Access) NAVUG-PO-CREATE ORD NAVUG-Create Purchase Order NAVUG-SO-CREATE ORD NAVUG-Create Sales Order NAVUG-SO-RELEASE ORD NAVUG-Release Sales Order NAVUG-VENDOR-F NAVUG-Vendor (Full Access) OCR-SETUP OCR Service Setup OSYNCHADMIN Outlook Synch. administrator OSYNCHPUSER Outlook Synch. power user OSYNCHUSER Outlook Synch. common user P&P-JOURNAL Create entries in jnls. (P&P) P&P-JOURNAL, POST Post journals (P&P) P&P-PERIODIC P&P periodic activities P&P-POSTED R/I/S/C Read posted receipts etc. P&P-Q/O/I/R/C Create purchase orders, etc. P&P-Q/O/I/R/C, POST Post purchase orders, etc. P&P-REGISTER Read G/L registers (P&P) P&P-REQ WKSH Create entries on req. wksh. P&P-SETUP P&P setup P&P-VENDOR Read vendors and entries P&P-VENDOR, EDIT Edit vendors PREPAY-SETUP Prepayment Setup PREPAY-USER Prepayment RAPIDSTART RapidStart Services RELEASE DOCUMENT Release documents RES-CAPACITY, EDIT Edit res./res.gr. capacities RES-JOURNAL Create entries in res. jnls. RES-JOURNAL, POST Post resource journals RES-PERIODIC Resource periodic activities RES-REGISTER Read resource registers RES-RESOURCE Read res./res.gr. and entries RES-RESOURCE, EDIT Edit resources/resourcegr. RES-SETUP Resource setup RES-TS ADMINISTRATOR Create and delete time sheets RES-TS MANAGER Approve time sheets RES-TS USER Fill in time sheets RM-CAMPAIGN Read campaigns and segments RM-CAMPAIGN, EDIT Edit campaigns and segments RM-CONT Read contacts, entries, etc. RM-CONT, EDIT Edit contacts RM-OPP Read opportunities RM-OPP, EDIT Edit opportunities RM-PERIODIC RM periodic activities RM-SETUP Relationship Management setup RM-TODO Read to-dos RM-TODO, EDIT Edit to-dos ROLECONFIG Role Configuration S&R-CUSTOMER Read customers and entries S&R-CUSTOMER, EDIT Edit customers S&R-JOURNAL Create entries in jnls. (S&R) S&R-JOURNAL, POST Post journals (S&R) S&R-PERIODIC S&R periodic activities S&R-POSTED S/I/R/C Read posted shipments, etc. S&R-Q/O/I/R/C Create sales orders etc. S&R-Q/O/I/R/C, POST Post sales orders, etc. S&R-REGISTER Read G/L registers (S&R) S&R-SETUP S&R setup SECURITY Assign permissions to users SEPA CRED. TRF. SEPA Credit Transfers SEPA DIR. DEB. SEPA Direct Debit SM-CONTRACT Read service contracts SM-CONTRACT,EDIT Create Service Contracts SM-PERIODIC SM periodic activities SM-POSTED S/I/C Read posted service documents SM-Q/O/I/C Create orders,quotes,etc. SM-Q/O/I/C,POST Post service orders etc. SM-SERVITEM Read service items SM-SERVITEM,EDIT Create service items SM-SETUP SM setup SMTP-SETUP SMTP Mail Setup STAX-SETUP Sales Tax Setup SUPER This role has all permissions. SUPER (DATA) Superuser of data SUPER (NAVIPANE) Navigation Pane Designer TAX-RC-LOG, DELETE Delete Tax Rate Change Log TEAM MEMBER Team Member USERGROUPS User Groups Setup VATREPORT Tax Reports WEBHOOK SUBSCRIPTION Workflow Webhook Subscriptions WM-PERIODIC Whse. Mgt. periodic activities WM-POSTED PA/P Read posted put away, etc. WM-R/PA/A/P/S Create receipt, put away, etc. WM-R/PA/A/P/S, POST Post receipt, put away,etc. WM-SETUP Whse Mgt. setup WS-SETUP Web Services Setup QUICKBOOKSDATAMIGRAT QuickBooks Data Migration SALESANDINVENTORYFOR Sales And Inventory Forecast MSWALLET MSWallet Permissions PAYPALSTANDARD PayPalStandard Permissions YODLEEBANKFEEDIMPORT YodleeBankFeedImport Permissio IMAGE ANALYZER Image Analyzer ——————————
Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA
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BCUG/NAVUG All-Star
BCUG/NAVUG Board of Advisors, Chairperson
BCUG/NAVUG Programming CommitteeTwitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
————————————————————————NAVUG/BCUG Summit (navugsummit.com)
Orlando, FL – October 15-18, 2019Come hear me speak:
GET50 – All About NAV/BC Security
Friday, October 18, 2019
9:45 AM – 10:45 AM
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