Payment Management Permissions

In order to be able to use Continia Payment Management, you must be assigned one or more permission sets (also known as "roles") that provide you with the permissions you need. There are several different predefined permission sets, each of which includes a number of permissions that grant access to certain features and enable you to carry out various tasks.

Another way to obtain certain permissions is by becoming a member of a user group to which the needed permissions have been applied. 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 you access to all Continia Core features and enables you 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 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 CPM-365 ADMIN permission set instead.

Payment Management specific permission sets

Permission setDescription
CPM365 ADMIN.This permission set is intended the Payment Management administrator, and it's required for setting up Payment Management. In addition, it also has all the permissions found in both the CPM365 ACC. RECON. and CPM365 ACC. PAY permission sets.
CPM365 ACC. PAYUsing this permission set, you can import and post payments. 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 you to use the features of the Statement Intelligence module. Using this permission set you are able to import bank account statements, perform account reconciliation and manage general general ledger accounting.

Assigning permissions to users and user groups

Assigning 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

Creating your own permission sets manually is a standard Business Central process. For more information, see Microsoft's article Assign Permissions to Users and User Groups.

See also

Assign Permissions to Users and User Groups (Microsoft article)