Continia Banking permissions
To use Continia Banking, assign one or more permission sets (also called roles) to users. These permission sets provide the necessary permissions for accessing features and performing tasks. Several predefined permission sets exist, each with a specific set of permissions.
Alternatively, you can grant users the relevant permissions by adding them to a user group that has those permissions.
Note
In addition to the Continia permission sets mentioned in this article, you must also be assigned the standard Microsoft Dynamics 365 Business Central permission sets in order for all permitted operations to work as intended. These permission sets include Banking Base User with D365 BASIC, Banking Import User with D365 BASIC and D365 BANKING, Banking Export User with D365 BASIC and D365 ACC. PAYABLE, and Banking CSV Import User with D365 BASIC.
Standard Continia permission sets
| Permission set | Description |
|---|---|
| CTS-CB BASIC | This permission set grants users access to all Continia Core features, and enables them to obtain the Continia Banking activation status. All users of Continia Banking must be assigned the CSC BASIC permission set to ensure that all standard features work as intended. |
| CSC APP SETUP | This permission set allows users to activate Continia products, including Continia Core. It's mainly used for product installation and – in Business Central online – when making changes to subscription agreements, such as selecting and deselecting subscribed modules. The permission set is mostly required in online deployments of Business Central. Users who set up on-premises environments typically use the CCB-365 ADMIN permission set. |
Continia Banking specific permission sets
| Permission set | Description |
|---|---|
| CTS-AW ADMIN | Grants full control over payment approval workflows, allowing users to create, edit, and delete workflows for all payment journals. Users can also view and delegate all open approval requests. |
| CTS-CB ADMIN | Required for Continia Banking administrators, enabling the setup and configuration of Continia Banking. |
| CTS-CBCP ADMIN | Provides permissions to create Transaction Ports and import CSV files for data processing. |
| CTS-CBCP BASIC | Allows users to manage and work with imported CSV files. |
| CTS-CBPP ADMIN | Grants administrative privileges for PSP (Payment Service Provider) import processes, including setup and configuration. |
| CTS-CBPP BASIC | Provides basic access to PSP import functionality, allowing users to process PSP imports with limited permissions. |
| CTS-CBPP USER | Enables users to work with PSP import data, but without administrative privileges. |
| CTS-PE ADMIN | Grants full control over Banking Export processes, including setup and management. |
| CTS-PE BASIC | Provides read-only access to Banking Export data. |
| CTS-PE USER | Enables users to access and manage banking export data with standard user privileges. |
| CTS-PI ADMIN | Grants administrative control over banking import processes, including configuration and management. |
| CTS-PI BASIC | Provides read-only access to Banking Import data. |
| CTS-PI USER | Enables users to work with banking import data with standard user permissions. |
To assign permissions to users and user groups
To assign Continia Banking permissions to users and user groups is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.
To create custom permission sets
To manually create your own permission sets is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.