Enabling the Web Approval Portal for Business Central (on-premises)
If you have an on-premises installation of Microsoft Dynamics 365 Business Central, work through the following steps to set up the Continia Web Approval Portal. If you have an online solution, see Enabling the Web Approval Portal for Business Central (online)
- Search () for and select Setup (Continia Expense Management).
- On the action bar, click Web Approval, to open the Expense Management Setup / Web Approval page.
- Under General, toggle on Use Continia Web Approval Portal to open the Continia User Setup page. If you haven't yet enabled the Web Approval Portal, the field says Not configured.
- Search () for and select Continia Web Portals.
- On the action bar, click New. This opens the Continia Web Portal card.
- Refer to the following table and fill in the fields accordingly.
- Then, when you've finished filling the fields, close the Continia Web Portal card and Continia Web Portals pages.
| Field | Action |
|---|---|
| Code | Enter a free-text code for the portal environment, for example WEB. |
| Welcome Emails | Pick whether welcome emails are sent Automatically or Manually when you export users to the portal. |
| Office 365 Authentication | (Optional) If you want to enable users of the Web Approval Portal to sign in using their Office 365 credentials, work through the How to set up Business Central on-prem with Continia Web Approval guide (only available to Continia partners). |
| Azure Tenant ID | Enter according to your app registration in the Azure portal, |
| Azure Application ID | Enter according to your app registration in the Azure portal, |
| AAD Application Key | Enter according to your app registration in the Azure portal, |
| Web User Defaults | Specify the default user settings for Expense Portal users. |
| Language | Choose the default language (for example, en-AU). |
| Units Formatting | Choose the default units (for example da-DK). |
| Time Zone | Choose the default timezone (for example, West Pacific Standard Time). |
| Web Site URL | Enter the address of your locally installed portal, which approval emails link to. Only shown when Continia Web Portal is toggled off |
| Web Service Settings | Enter the web service URL for how your users sign in to Business Central: Windows Web Service URL (SOAP), Database Web Service URL (SOAP), or Office 365 Web Service URL (SOAP). With the portal hosted by Continia Online, enter the external address that Continia Online can reach through your firewall. |
| Local Domain Name | For Windows users of a locally installed portal, enter their domain so that they can sign in with only their user name. |
| Web Service Tenant | Enter the tenant ID, only in a multitenant installation. |
Connect the portal environment to the company
Portal environments are shared by all companies in the database. You can create multiple environments, but each company can only use one at a time.
To connect a portal environment to the company:
- Navigate to the Expense Management Setup / Web Approval page.
- Under General, click the value in the Continia Web Portal field (it'll show Not configured until you connect an environment) to open the Continia Company Setup page.
- In the Web Portal Code field, select the code of the portal environment.
- Close the page. The Continia Web Portal field now shows the code.
Set up the users
- Navigate to the the Expense Management Setup / Web Approval page.
- On the action bar, click Continia User Setup.
- Work through Configuring users for the Web Approval Portal to set up users for the Web Approval Portal.
Related information
Pre-requisites to use the Continia Web Approval Portal (on-premises)
How to setup Business Central (On-Prem) with Continia Web Approval (on-Prem) using Office 365 logins (only available to Continia partners)
Configuring users for the Web Approval Portal