After DocuBuilder has been connected to the Business Central environment successfully, the users who needs to create the documents from Business Central can be specified.
Inside Business Central, go to ‘DocuBuilder Settings’ → [Settings] → DocuBuilder User management.
A more detailed explanation for user management can be found via DocuBuilder gebruikers
Please pay attention: an important part of creating a new user is the connection from Business Central to DocuBuilder.
For more information, see Externe omgevingen
The DocuBuilder environment will be created with templates and text blocks in three corporate identities.
In the enviroment, three different roles are created with each a different corporate identity.
Every user has automatic permission to all three corporate identities.
Only later, after each corporate identity is selected, can the permissions be changed, so each user only sees the appropriate corporate identity.
To manage the permissions and authorizations, see: Rollen en Rechten (Roles)