Payment Management Permissions

For users to work with Continia Payment Management, 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 setDescription
CSC BASICThis permission set grants users access to all Continia Core features, and enables them to obtain the Payment Management activation status. All users of Payment Management must be assigned the CSC BASIC permission set to ensure that all standard features work as intended.
CSC APP SETUPThis 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 CPM-365 ADMIN permission set.

Payment Management specific permission sets

Permission setDescription
CPM365 BASICBasic permission set for users not working in finance.
CPM365 ADMINThis permission set is intended for the Payment Management administrator, and it's required for setting up Payment Management. In addition, this permission set also includes the permissions included in CPM365 ACC. RECON. and CPM365 ACC. PAY.
CPM365 ACC. PAYUsers with this permission set can import and post payments. In addition, it also includes all the permissions found in the CPM365 ACC. RECON. permission set.
CPM365 ACC. RECON.The Payment Management Account Reconciliation permission set allows users to use the Statement Intelligence module to, for example, import bank account statements, perform account reconciliation, and manage general ledger accounting.
CPM365 BEXD ADMINUsers with this permission set have access to the Bank Export Data table.
CPM365 APPRADMINUsers with this permission set can create, edit and delete payment approval workflows for all payment journals. In addition, they can also view and delegate all open approval requests.

Assigning permissions to users and user groups

To assign Payment 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.

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.