Continia Finance Permissions

For users to work with Continia Finance, they must be assigned one or more permission sets (also known as "roles") that provide them with the permissions they need. There are several different predefined permission sets, each of which includes a number of permissions that grant access to certain features and enable users to carry out various tasks.

Users can also be granted the relevant permissions by becoming a member of a user group that has the relevant permissions. For more information, see Assigning permissions to users and user groups.

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.

Standard Continia permission sets

Permission set
Description
CSC BASICIt is mandatory for all Business Central users to have the CSC BASIC permission set to ensure that all standard features work as intended. This includes users who do not use Continia Products directly, as they still need certain permissions to access and run objects that may interfere with the standard Business Central code. The permission set also enables you to obtain the Continia Products activation status. It is similar to the standard Dynamics NAV/Business Central BASIC permission set.
CSC APP SETUPThis permission set allows you to activate Continia products, including Continia Core. It is mainly used for product installation and, in Business Central online, when making changes to subscription agreements, such as selecting and deselecting subscribed modules.

Continia Finance specific permission sets

Permission setDescription
CTS-CFI ALLTo ensure that all standard features work as intended, the CTS-CFI ALL permission set is mandatory for all Business Central users, including those who don't use Continia Finance directly, as they still need certain permissions to access and run objects that somehow interfere with the standard Business Central code. The permission set is similar to the standard Business Central BASIC permission set.
CTS-CFI CVL, READThis permission set is mandatory for all users who want to retrieve information about customer or vendor associations or about linked customers and vendors.
CTS-CFI CVL, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the associations module.
CTS-CFI CVL, USEThis permission set is mandatory for all users who want to create or modify customer or vendor associations or linked customers and vendors.
CTS-CFI EFR, READThis permission set is mandatory for all users who want to use the Extended Financial Reports module without modifying data.
CTS-CFI EFR, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the Extended Financial Reports module.
CTS-CFI EFR, USEThis permission set is mandatory for all users who want to use the Extended Financial Reports module and modify data, such as account groups.
CTS-CFI FA, READThis permission set is mandatory for all users who want to use the Extended Fixed Assets module without modifying data.
CTS-CFI FA, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the Extended Fixed Assets module.
CTS-CFI FA, USEThis permission set is mandatory for all users who want to use the Extended Fixed Assets module and modify data, such as Fixed Asset templates.
CTS-CFI GLOE, READThis permission set is mandatory for all users who want to use the G/L Open Entries module without modifying data.
CTS-CFI GLOE, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the G/L Open Entries module.
CTS-CFI GLOE, USEThis permission set is mandatory for all users who want to use the G/L Open Entries and modify data, such as G/L Detailed entries.
CTS-CFI INS, READThis permission set is mandatory for all users who want to use the Installment module without modifying data.
CTS-CFI INS, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the Installments module.
CTS-CFI INS, USEThis permission set is mandatory for all users who want to use the Installment module and modify data, such as Installment templates.
CTS-CFI MLPD, READThis permission set is mandatory for all users who want to use the Multi-Level Payment Discounts module without modifying data.
CTS-CFI MLPD, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the Multi-Level Payment Discounts module.
CTS-CFI MLPD, USEThis permission set is mandatory for all users who want to use the Multi-Level Payment Discounts module and modify data, such as Multi-Level Payment entries.
CTS-CFI TRE, READThis permission set is mandatory for all users who want to use the Treasury module without modifying data.
CTS-CFI TRE, SETUPThis permission set is mandatory for all users who want to create or modify the setup of the Treasury module.
CTS-CFI TRE, USEThis permission set is mandatory for all users who want to use the Treasury module and modify data, such as Treasury Bank accounts, Treasury accounts and Treasury Open entries.

Assigning permissions to users and user groups

To assign Continia Finance 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.

Creating 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.