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Na de installatie van de DocuBuilder for Business Central App 2 speciale ‘permission sets’ zijn automatisch aangemaakt, om te gebruiken voor het beheren van de DocuBuilder Buttons.
Hier wordt beschreven hoe deze ‘permission sets’ te koppelen aan de gebruikersgroepen.

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 ALLEEN 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

...

Zie Systeem eisen - Business Central - On Premise

Stap voor stap

  1. Zoek naar Permission Sets:

  2. Press Geef [Permission Set by User Group]:

    Assign

  3. the Permission Set Activeer de ‘Permission Set’ DocuBuilder User to aan All user groups (recommended) or to the appropriate user groups=advies) of activeer alleen andere bepaalde gebruikersgroepen:

    Assign

  4. the Permission Set DocuBuilder Admin to the user groups that must be able to create/edit DocuBuilder Buttons in the Activeer de ‘Permission Set’ DocuBuilder Admin aan de groepen, welke de rechten moeten krijgen om de DocuBuilder Buttons te beheren in de Business Central Navigation Pane:

...