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When installing the DocuBuilder for Business Central App two special permission sets are created to use and maintain the DocuBuilder Buttons. This page describes how to assign those Permission Sets to usergroups.

Note

ONLY Business Central - On Premise - Enable access to the APIs

The DocuBuilder for Dynamics 365 Business Central App uses API’s to connect to Business Central. This means access to the API’s must be enabled in Business Central.
This page describes how to do this.For more detailed information about how to enable access to the API’s see the Enabling the APIs for Dynamics 365 Business Central page in docs.microsoft.com.

  1. Open Dynamics 365 Business Central Administration tool.

  2. Expand the OData Services tab, and select the Enable OData Services checkbox first, then select the Enable API Services checkbox.

  3. Check that the values for the OData Base URL and Port are entered correctly.
    When exposing a web service, you must open the port for other consumers of your web service to access it. You can have your system administrator add the port through Windows Firewall on the computer running Dynamics 365 Business Central server. The default port for OData web services is 7048.

  4. In Dynamics 365 Business Central, search for API Setup and then choose the related link.

  5. On the API Setup page, choose the Integrate APIs button.
    This will start a process of populating all the integration tables with records for all APIs. The process can take several minutes.

Instructions

  1. Search for Permission Sets:

  2. Press Permission Set by User Group:


  3. Assign the Permission Set DocuBuilder User to All user groups (recommended) or to the appropriate user groups:

  4. Assign the Permission Set DocuBuilder Admin to the user groups that must be able to create/edit DocuBuilder Buttons in the Business Central Navigation Pane:

...