Set up user permissions
- 3 min.
When you install Document Capture, Business Central gets a whole range of new features that are not available to regular users by default.
However, if you are a system administrator with the SUPER permission set assigned, you have access to all Business Central features, including Document Capture and the assigning of permissions. This enables you to assign permissions to regular users and thereby allow them to use Document Capture and its features.
Important
To ensure that all standard features work as intended for all users, including those who don't use Document Capture directly, the two mandatory Document Capture permission sets, CSC BASIC and CDC-ALL, are automatically assigned to all current Business Central users during the activation of Document Capture. Additionally, if you create new Business Central users after installation, you must manually assign the two permission sets to the new users.
Document Capture features a number of built-in permission sets that are tailored to the typical roles within a company. These permission sets are created and available when you install Document Capture. For further details on what's included in the Document Capture permission sets, see the article Document Capture Permissions on Continia Docs.
Assign permissions to users
In addition to the two mandatory permission sets, your users must have additional permission sets assigned depending on their role in Business Central.
You can assign the permissions sets to each individual user on their respective user card.
For details, please refer to the standard Business Central documentation.
Tip
If you're dealing with numerous users, you can also use the Business Central Security Groups to assign permission sets for multiple users at a time.