Assign an Aptean CRM Permission Set to a User

Aptean CRM  •  Article  •  4/3/2023  • 

The Aptean CRM Connector extension includes the following permission sets:

  1. APTEAN CRM ADMIN: This permission set is intended for individuals who are responsible for the Aptean CRM administration.
    A user with this permission set can perform the following tasks:
    • Aptean CRM Setup page:
      • Edit the field values on the General FastTab.
      • Edit the field values on the API Headers FastTab.
      • Test the API connection.
      • Send contact and company details to the Aptean CRM application.
      • Load contacts and companies details from the Aptean CRM application into Business Central.
      • Delete contact and company details.
      • Send sales orders to the Aptean CRM application.
      • Delete sales orders from Business Central and the Aptean CRM application.
      • Send posted sales Invoices to the Aptean CRM application.
      • Send posted sales credit memos to the Aptean CRM application.
      • Send Accounts Receivable aging details to the Aptean CRM application.
    • Retrieve ERP Sync Configuration:
      • Retrieve ERP Sync Configuration from the Aptean CRM application.
  2. APTEAN CRM PROCESSOR: This permission set is intended for individuals who are responsible for Aptean CRM processing.
    A user with this permission set can perform the following tasks:
    • Aptean CRM Setup page:
      • View details on the Aptean CRM Setup page.
      • Test the API connection.
      • Send contact and company details to the Aptean CRM application.
      • Load contacts and companies details from the Aptean CRM application into Business Central.
      • Delete contact and company details.
      • Send sales orders to the Aptean CRM application.
      • Delete sales orders from Business Central and the Aptean CRM application.
      • Send posted sales Invoices to the Aptean CRM application.
      • Send posted sales credit memos to the Aptean CRM application.
      • Send Accounts Receivable aging details to the Aptean CRM application.

  3. APTEAN CRM BASIC: For a user to perform any task with this permission set, they must have another permission set for a specific task.
    Based on the other permission set provided, they can perform any or all of the tasks of an APTEAN CRM ADMIN or APTEAN CRM PROCESSOR.
    Follow these steps to assign an Aptean CRM permission set to a user:

    1. Select the Search icon , enter Users and then choose the related link.
      The Users page opens.
    2. Select the user for whom you want to assign an Aptean CRM permission set.
    3. On the action bar, select Edit.
      The User Card page opens.
    4. In the Permission Set field, specify the permission set that you want to assign to the user.