Set user email policies to control who can read email sent from Business Central

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Users by admins, makers, or analysts Mar 1, 2022 Apr 1, 2022

Business value

It's not uncommon that multiple people or teams work on single transaction. Usually one prepares draft emails and others complete and send emails to customers or vendors you work with. Administrators now have more control over who gets to see which emails by setting email view policies.

Feature details

From the Users list, you can now specify user email policies by choosing the Related menu, and then choosing the Email View Policy action.

Shows new User Email Policies page that allows you to set different policies for viewing sent emails.

On the User Email Policies page, you can choose from the following options:

  • View all emails
  • View own emails
  • View if access to all related records
  • View if access to any related records

Note

If you leave the User ID field empty and then choose the Email View Policy action, the policy that you define applies to all users.

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See also

Set Up Email (docs)