Perform user-specific setup

Completed

the User Setup page provides the possibility to restrict when a particular user can post to a particular company. In addition, you can assign responsibility centers to users that operate in one of the company’s sales, purchase, or service departments.

Configure the user setup

To configure the user setup, follow these steps.

  1. Select the Search for page icon in the top-right corner of the page, enter user setup, and select the related link.

  2. In the User ID field, select the user that you want to set up. Note that an account for the user must already exist.

  3. In the Allow Posting From and Allow Posting To fields, enter the period (starting and ending date) in which the user will be allowed to post.

  4. Select the Register Time field If you want to register the amount of time a user works on the company.

  5. In the Sales Resp. Ctr. Filter, Purchase Resp. Ctr. Filter, and Service Resp. Ctr. Filter fields, enter the code for the responsibility center to which you want to assign the user. Click the field to see the responsibility centers that have been created. This responsibility center will be the default responsibility center when the user respectively creates new sales, purchase, or service documents. The user only sees sales, purchase or service orders created from their responsibility center.

  6. Check the Time Sheet Admin. field if a user is a time sheet administrator. A time sheet administrator can access any time sheet and then edit, change, or delete it.

  7. In the E-Mail and Phone No. fields, you can enter the user’s contact details.

    Screenshot of the User Setup page in Business Central.