Step 13: Add User Permissions (BC365)

in your dynamics 365 business central account, search and select users find the user you would like to grant access to the plugin and select edit 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 svbv3bf allows users to utilize bank feeds svbv3core required for any user using the plugin svbv3full allows users full access to the plugin svbv3pb allows users to make payments through the pay bills page svbv3pm allows users to access the payment methods page svb 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 svb 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