Managing Permission Sets

When you install Subscription Billing, the following permission sets are automatically installed.

 

License Permission Set Table

Permission Set	Description
BSSI BASIC HMM TRANS	Provides users with access to all HMM transactions but restricts access to the HMM Setup and HMM Portal User Setup pages.
BSSI HMM TRANSACTIONS	Allows HMM administrators to perform transactions and update HMM setup settings.

Permission sets are standard Microsoft Dynamics 365 Business Central functionality. For more information, see the Microsoft Dynamics 365 Business Central documentation: 

• Create Users According to Licenses
• Assign Permissions to Users and Groups

You can create a permission set based on an existing permission set by copying it or exporting and then importing the edited set.

Copy Permission Set

To create a copy of an existing permission set, follow these steps: 

1. Open the Permission Sets list, select the permission set that you want to copy, and select Copy Permission Set.
2. In the dialog that appears, specify the name of the new permission set, and select OK.
3. From the Permission Sets list, select the newly created permission set, and select Permissions.
4. For each object line, set the permissions for reading, inserting, modifying, deleting, or executing.

   To give a user read-only access to a source table of any page, leave access for the reading permission only, and remove the permissions for inserting, modifying, deleting, and executing for the following object types: table data, table, and page. For information, see To create or modify permissions manually in the Microsoft Dynamics 365 Business Central documentation.

5. After the permission set is edited, you can assign the permission set to the user or group.

   For information, see Assign Permissions to Users and Groups in the Microsoft Dynamics 365 Business Central documentation.

Export and Import Permission Set

To create a modified permission set for Subscription Billing windows, follow these steps: 

1. Open the Permission Sets list, select the permission sets that you want to copy, and select Export Permission Sets.
2. In the File Explorer, find the exported file, which is given an abstract name and rename it to something more descriptive.

   For example, the file might be named, __TEMP__621a2f82a3a94a08b6404469ebdade74.tmp.xml. Rename it to PermissionSet.xml.

3. Open the file in a text editor (e.g., Notepad), and do the following: 
   1. Search for the permission set name (i.e., BSSI SB).
      For example, look for this line: 
      <PermissionSet RoleID="BSSI SB" RoleName="Subscription Billing" Scope="Tenant">
   2. Rename it to a different name (e.g., BSSI SB BASIC).
      For example, this line becomes: 
      <PermissionSet RoleID="BSSI SB BASIC" RoleName="Subscription Billing Basic" Scope="Tenant">
   3. Save the file.
4. Back in the Permission Sets list, select Import Permission Sets to import the updated permission set file.
5. From the Permission Sets list, select the permission set you want to edit, and select Permissions.
6. For each object line, set the permissions for reading, inserting, modifying, deleting, or executing.

   To give a user read-only access to a source table of any page, leave access for the reading permission only, and remove the permissions for inserting, modifying, deleting, and executing for the following object types: table data, table, and page. For information, see To create or modify permissions manually in the Microsoft Dynamics 365 Business Central documentation.

7. After the permission set is edited, you can assign the permission set to the user or group.

   For information, see Assign Permissions to Users and Groups in the Microsoft Dynamics 365 Business Central documentation.