Step 14: Add User Permissions

To set permissions for user roles, follow these steps.

Select Users

In your Business Central account, search for and select Users.

Select Users

Find the user you would like to grant access to the plugin and select Edit.

Select Edit

Add Permission Sets

Scroll down to User Permission Sets and select the three dots within the text box to open the Permission Set Lookup.

Open Permission Set Lookup

Find and add the following Permission Sets as needed:

JPMCV3BANACC - Allows users to manage and view Bank Accounts

JPMCV3BF - Allows users to utilize bank feeds

JPMCV3CORE - Required for any user using the Plugin

JPMCV3FULL - Allows users full access to the Plugin

JPMCV3PB - Allows users to make payments through the Pay Bills page

JPMCV3PM - Allows users to access the Payment Methods page

JPMCV3A2A - Allows users to perform account-to-account (A2A) transfers

JPMCV3ACCTRA - Allows users to perform Account Transfers

JPMCV3POSPAY - Allows users to access Positive Pay functionality

JPMCV3APRVL - Allows users to access approvals features

JPMV3PAYAPPR - Allows users to access the Payment Approvals page

JPMCV3RR - Allows users to view balances and transactions on the Bank Statements page

JPMCV3VENAPPR - Allows users to perform Vendor Approvals workflows

Once all necessary Permission Sets have been added, confirm that the page has been saved.

Please ensure that JPMCV3CORE is granted to all plugin and non-plugin users that use records the plugin interacts with i.e. Bank Accounts, Vendors, etc.

This does not give non-plugin users access to the plugin pages.