Creation of Users

When you get Business Central in your hands for the first time, only one user is defined in the system. It is up to you to create new users and assign them appropriate permissions.

There are a few things to keep in mind when creating users.

1. The user must exist as a user in the tenant (visible in the Admin Center)

2. There must be an available license for the user in Business Central

3. The user must be uploaded to Business Central when points 1 and 2 have been completed

4. User permissions must be defined on the User Card.

In order to add users to Business Central, the user must be assigned a license. Start by creating the new user in the Microsoft 365 Admin Center (see method 1 here below) or as Wisefish to assign the license for you (see method 2 below for details). If no license is available for assignment to the user, contact Wisefish through support@wisefish.com.

First you need to make sure that the user exists in the tenant. If a user exists in the tenant, the new license must be assigned to him, this is done in the Microsoft 365 Admin Center.

If the user needs to be created from scratch, follow the instructions of Method 1 here below.

Method 1: Creating Users in M365 Admin Center

To create a user, go to the Microsoft 365 Admin Center and click on Users > Add a user. A new window opens where information about the user is entered.

After entering the user's information, the licenses for the Microsoft systems are assigned to the user.

Once the setup of users in Admin Center is complete, you need to go into Business Central and download the users there. To import the user into Business Central, go to the search and search for Users and select the option in the search. Click on Update users from Microsoft 365 to create the user in the list of Business Central users. On the user card, you can set which permissions the user should have and in which company.

Method 2: Wisefish Obtains the License and Creates the User

If the user chooses to have Wisefish create a user for you, Wisefish must be sent information about the user and which license should be assigned to him. Once Wisefish has finished setting up the user in the Microsoft 365 Admin Center, it's up to the user to go into Business Central and retrieve the user there.

To import the user into Business Central, go to the search and search for Users and select the first option in the search. There, the function Update users from Microsoft 365 is then selected. By doing so, the user is created in a list of Business Central users. On the user panel, you can set which permissions the user should have and which company.

Permissions Setup

The main user of the system has the permission SUPER. SUPER users have permissions to everything in the system. It is not desirable that all users have SUPER privileges. You can choose from permission sets for each user on the user panel.

Each set of permissions needs to be carefully considered before defining it for a user. You can define permissions to different companies. If an employee is to handle wages in company A but not in company B, you can define this by selecting Company in the source line.