Step 15: Add User Permissions

to set permissions for user roles, follow these steps select users in your business central account, search for and select users find the user you would like to grant access to the plugin and 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 find and add the following permission sets as needed keyb v3bf allows users to utilize bank feeds keyb v3core required for any user using the plugin keyb v3full allows users full access to the plugin keyb v3pb allows users to make payments through the pay invoices page keyb v3pm allows users to access the payment methods page keyb v3rr allows users to view balances and transactions on the bank statements page keybv3a2a allows users to access account to account transfers keybv3banacc allows users to view and manage bank account information keybv3payappr allows users to approve or reject pending payment requests keybv3pospay allows users to generate and transmit check positive pay files to prevent check fraud keybv3venappr required approval before any additions, edits, or deletions to vendor banking information take effect once all necessary permission sets have been added, confirm that the page has been saved please ensure that keyb v3core 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 /