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Add user in business central

User Access Management

Identify the need for a new user.

Gather necessary information about the user (name, email, role).

Verify user’s permission requirements based on their role.

Creating a User Account

Log into Business Central with admin credentials.

Navigate to the "Users" section in the setup menu.

Click on "New" to create a new user account.

Enter the user's information (name, email, etc.).

Assign a user ID based on your organization’s naming convention.

Assigning Permissions

Determine the permission set required for the user.

Navigate to the "Permission Sets" section.

Assign the appropriate permission set to the new user.

Review and customize permissions if necessary.

User Configuration

Configure additional settings (if applicable), such as user groups or specific roles.

Set up any necessary workflows or approval processes for the user.

Notification and Training

Send an invitation email to the new user with login details and instructions.

Provide training resources or schedule a training session for the user.

Ensure the user understands their responsibilities and access rights.

Verification

Ask the new user to log in and verify access.

Confirm that the user can access the required modules and functions.

Address any access issues that may arise.

Documentation

Document the new user’s information in the user management log.

Keep a record of the permissions assigned and any special configurations made.

Review and Audit

Schedule regular reviews of user access and permissions.

Ensure compliance with data protection policies and organizational standards.

This checklist can help ensure that the process of adding a user in Business Central is thorough and organized.

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