There are a number of permission sets that are automatically installed with edoc archivelink. You can use these default permission sets directly or adapt them to your needs.
To run Microsoft Dynamics 365 Business Central smoothly, each user must be a member of one of the following roles:
-
edoc archivelink user
-
edoc archivelink administrator
Users in the SUPER role do not require any additional role memberships.
There are separate service users (service users) for certain tasks (import and export). The service users each have their own set of permissions.
Things to know
You must also grant the service users in Microsoft Dynamics 365 Business Central the D365 BUS PREMIUM permission set.
The following permission sets are automatically available in your Microsoft Dynamics 365 Business Central environment after the installation of edoc D365 BC archivelink:
|
Permission set |
Name |
Purpose |
|---|---|---|
|
EdocArchivelinkAdmin |
edoc archivelink administrator |
This permission set allows you to read, insert, edit, and delete data in all edoc archivelink tables. Execution permissions is also granted for all other edoc archivelink objects. |
|
EdocArchivelinkUser |
edoc archivelink user |
With this permission set, it is permitted to use the results of a configuration of edoc D365 BC archivelink to exchange data and documents between your ERP system and your ECM system. However, changing the data in the configuration tables is not permitted. Execution permission is also granted for all other edoc archivelink objects. |
|
EdocArchivelinkExp |
edoc archivelink export |
This permission set allows you to read the Business Central configuration (such as tables, reports, and fields) via API pages. This permission set is required for the service users. |
|
EdocArchivelinkImp |
edoc archivelink import |
With this permission set, it is permitted to transfer edoc archive service configuration to edoc D365 BC archivelink via API pages and to exchange archiving processes between edoc D365 BC archivelink and edoc archive service. This permission set is required for the service users. |