Step 13: Add User Permissions (BC365)

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 santv3bf allows users to utilize bank feeds santv3core required for any user using the plugin santv3full allows users full access to the plugin santv3pb allows users to make payments through the pay bills page santv3pm allows users to access the payment methods page sant v3rr allows users to view balances and transactions on the bank statements page once all necessary permission sets have been added, confirm that the page has been saved please ensure that sant 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