• 13/05/2026
  • 7 minutes to read

Continia Banking permissions

To use Continia Banking, assign one or more permission sets (also called roles) to each user. These permission sets grant access to features and enable users to complete specific tasks. Continia provides several predefined permission sets, each designed for a specific purpose. You can also create custom permission sets if needed, or add users to a security group that already includes the required permission sets. For more information, see Assign permissions to users and groups (Microsoft Learn article).

Note

Make sure to assign the necessary Microsoft Dynamics 365 Business Central permission sets, along with the Continia ones, to make sure that all features function correctly.

Standard Continia permission sets

Permission setDescription
CSC ADMINAdministrative access across Continia solutions.
CSC APP SETUPPermissions to setup tables. Required to activate Continia products, including Continia Core. Primarily used during installation or when modifying subscription agreements (e.g., enabling or disabling modules) in Business Central online.
CSC BASICMandatory for all Business Central users, even those not directly using Continia Banking. This set provides essential permissions to access and run objects that interact with standard Business Central code.

Continia Banking-specific permission sets

Note

In the Role Center, you can only see the tiles and activities you have permission to access. If a tile related to Continia Banking is not visible, verify that the user has been assigned the appropriate permission set. To review which permission sets are assigned to a user, open the User Card and check the User Permission Sets section.

The following permission sets apply to Continia Banking version 27.0.0 or higher. These replace the legacy CTS-* permission sets used in earlier versions.

Permission setDescription
CTS CB BASE ADMINFull administrative access to Continia Banking base features.
CTS CB BASE EDITEdit access to base Continia Banking data and settings.
CTS CB BASE READRead-only access to base Continia Banking data.
CTS CB CSV ADMINFull control over CSV import processes, including configuration.
CTS CB CSV EDITEdit and manage imported CSV files.
CTS CB CSV READRead-only access to imported CSV data.
CTS CB EXPORT ADMINFull control over banking export processes.
CTS CB EXPORT EDITEdit and manage banking export data.
CTS CB EXPORT READRead-only access to banking export data.
CTS CB EXPORT VERIFYEnable and manage bank account verification.
CTS CB GLOBAL ADMINGrants global administrative privileges across Continia Banking.
CTS CB IMPORT ADMINFull control over banking import processes.
CTS CB IMPORT EDITEdit and manage banking import data.
CTS CB IMPORT READRead-only access to banking import data.
CTS CB PSP ADMINFull control over Payment Service Provider (PSP) processes.
CTS CB PSP EDITEdit and manage PSP import data.
CTS CB PSP READRead-only access to PSP import data.
CTS CB SEC ADMINFull control over payment approval workflows and bank account verification.
CTS CB SEC READRead-only access to payment approval workflows.

Legacy permission sets (for older versions)

These permission sets apply only to earlier versions of Continia Banking (up to and including version 26.5.1) and are retained here for reference.

Permission setDescription
CTS-CB BASICAccess to all Continia Core features and Banking activation status.
CSC APP SETUPUsed for activating Continia products and managing subscriptions.
CTS-AW ADMINFull control over payment approval workflows.
CTS-CB ADMINSetup and configuration of Continia Banking.
CTS-CBCP ADMINCreate CSV Ports and import CSV files.
CTS-CBCP BASICManage and work with imported CSV files.
CTS-CBPP ADMINAdmin privileges for PSP import processes.
CTS-CBPP BASICBasic access to PSP import functionality.
CTS-CBPP USERStandard user access to PSP import data.
CTS-PE ADMINFull control over Banking Export processes.
CTS-PE BASICRead-only access to Banking Export data.
CTS-PE USERStandard user access to Banking Export data.
CTS-PI ADMINAdmin control over Banking Import processes.
CTS-PI BASICRead-only access to Banking Import data.
CTS-PI USERStandard user access to Banking Import data.

Example permission setups

The following examples show how you can combine permission sets for common user roles in Continia Banking. These examples are provided for guidance only. The required permission sets depend on your company’s setup, processes, and security requirements.

System administrator, partner, or consultant

Users responsible for setup, configuration, and maintenance typically need broad access:

  • CSC ADMIN
  • CSC APP SETUP
  • CTS CB GLOBAL ADMIN or, for more limited access:
    • CTS CB BASE ADMIN
    • CTS CB BASE EDIT
    • CTS CB BASE READ

Employee working with bank integration and setup

Users who configure integrations and payment setup typically need:

  • CSC BASIC
  • CTS CB GLOBAL ADMIN

Bookkeeper working with journals and reconciliation

Users who work with payment journals and bank reconciliation typically need:

  • CSC BASIC
  • CTS CB BASE EDIT
  • CTS CB EXPORT EDIT
  • CTS CB IMPORT EDIT
  • CTS CB CSV EDIT (if importing files outside standard formats)
  • CTS CB PSP EDIT

Read-only user (for example, controller or accountant)

Users who only review data typically need:

  • CSC BASIC
  • CTS CB BASE READ
  • CTS CB CSV READ
  • CTS CB EXPORT READ
  • CTS CB IMPORT READ
  • CTS CB PSP READ

Minimum permission sets

The following examples show the minimum permission sets required for common tasks:

  • Access Continia Banking (basic access)
    • CSC BASIC
    • CTS CB BASE READ
  • Export payments to the bank
    • CSC BASIC
    • CTS CB EXPORT EDIT
  • Import statements and reconcile
    • CSC BASIC
    • CTS CB IMPORT EDIT