Expense Management Permissions
To use Continia Expense Management, you need to have assigned permission sets, also referred to as "roles." These permission sets provide the necessary access and abilities for your tasks. There are predefined permission sets, each granting specific permissions to access various features and perform tasks.
If required, you can even create custom permission sets to suit your specific needs. Alternatively, you can gain certain permissions by joining a user group that already has the necessary permissions applied. For more information, see the Assigning permissions to users and user groups article.
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.
There are two types of predefined permission sets relevant to users of Expense Management: the standard Continia permission set and the Expense Management-specific permission set. The Expense Management permission set acts as a supplement to the standard Continia permission sets and works in conjunction with them.
The standard Continia permissions are:
The CSC BASIC and CSC APP SETUP sets described below are complementary. Therefore, you should only be assigned one of them.
|This permission set grants access to all Continia Core features and enables you to obtain the Expense Management activation status. All users of Expense Management must be assigned the CSC BASIC and CEM-ALL permission sets to ensure that all standard features work as intended.
|CSC APP SETUP
|This permission set allows you 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, as users who set up on-premises environments typically use the CEM-SUPER permission set instead.
The Expense Management-specific permissions are:
|With this permission set, you're able to perform all basic Expense Management operations in Business Central. All users of Expense Management must be assigned the CSC BASIC and CEM-ALL permission sets to ensure that all standard features work as intended. The CEM-ALL permission set may also be necessary for Business Central users that don't use Expense Management, as they may still need certain permissions to access and run objects that somehow interfere with the standard Business Central code.
|Using this permission set, you can perform all basic approval operations when approving documents in either Business Central or the Continia Web Approval Portal: approve, reject, put on hold, forward, and add comment. The permission set isn't sufficient on its own but should be used together with either CDC-APPROVE or CDC-WEB, as Expense Management uses the overall Document Capture framework for approval.
|When you're assigned this permission set, you get full access to all Expense Management tables. This typically applies to users who set up Expense Management.
|Expense User using NAV to register expenses.
Assigning Expense Management 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.
If you're an approver, you must, as a minimum, be assigned the following permission sets for the companies that are relevant to you:
Used by the approver role.
If you're an admin, you must, at the minimum, have the following permission sets assigned to you for the companies that are relevant to you:
|Used by the admin role and EM super user role.
Assign Permissions to Users and User Groups (Microsoft article)