Permission sets that contain bank deposit

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Posted on by CU13010319-0

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Which of the default permission sets contain bank deposit and posted bank deposit tables? With minimal permissions for other tables. It doesn't seem like there are any

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Khushbu Rajvi. Super User 2025 Season 1 on at

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Permission sets that contain bank deposit

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-define-granular-permissions

https://community.dynamics.com/blogs/post/?postid=70f929f7-0fd7-ee11-92bd-002248527d3d
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YUN ZHU 83,822 Super User 2025 Season 1 on at

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Permission sets that contain bank deposit

Hi, You can use the following method to record the permissions required to use the function, and then filter out the table.

Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions)

https://yzhums.com/10068/

Hope this helps.

Thanks.

ZHU
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Andrés Arias 249 on at

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Permission sets that contain bank deposit

Hello,

In the standard permissions I can't find any permission set that contains it.

I hope I can help.

Regards,

Andres
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Sohail Ahmed 2,552 on at

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Permission sets that contain bank deposit

You're right — by default, there isn’t a standard permission set that grants access only to the Bank Deposit and Posted Bank Deposit tables with minimal access to other areas.

✅ The best approach is to create a custom permission set tailored for your user roles, where you explicitly include only the required table data permissions (e.g., Bank Deposit, Posted Bank Deposit) with the necessary read/insert/modify rights.

That said, creating precise and secure permission sets does require careful handling to avoid exposing unnecessary data. So, it's recommended to contact your Microsoft partner to help configure this. It’s a quick task and very easily achievable with proper access.

✅ Mark this answer as verified if it helps you.