User License & Permissions
Permissions
Pimics makes use of several permission sets and additional permissions are defined for its extensions.
The minimum permission to assign to any user to be able to use Pimics, is PIMX MINIMAL. This permission is automatically added to D365 BASIC and D365 BUS FULL ACCESS during installation. But if there is a user without any of these D365 permissions, the PIMX MINIMAL needs to be assigned to that user if they need to work with Pimics.
Available permission sets
| Code | Description | When to use | |
|---|---|---|---|
| PIMX MINIMAL | Pimics indirect permissions | Without this permission, users can't work with standard BC functionality. After installation, we assign this automatically to D365 BASIC | |
| PIMX USER | Pimics User from version 7.X | This permission should be assigned to all users who will manage data in Pimics | |
| PIMX SUPER USER | Pimics Super-User/Admin (from v7.0) | Plain Pimics users can't change setups or delete records from certain tables. This permission set | contains all necessary permissions to have full control of data in Pimics |
| PIMICS – VENDOR CATA | Permission for Pimics - Vendor Catalog extension | Everybody who will work with Vendor Catalog needs to have this permission set. It contains user rights for Pimics - Vendor Catalog | |
| PIMICS ON-PREMISE | Permission for Pimics - on-premise extension | If Pimics is installed on an on-premise version of Business Central, this permission needs to be assigned to all Pimics users. It contains user rights for working with local files and other functions for on-premise installations. |
Obsolete permission sets
| Code | State | Description | Replaced by |
|---|---|---|---|
| PIMICS | Obsolete since v7.0 | Pimics User | PIMX USER |
| PIMX ADMIN | Obsolete since v8.0 | Pimics Super-User/Admin | PIMX SUPER USER |
| PIMICS – VENDOR CATA | Obsolete since v8.0 | Pimics - Vendor Catalog User | PIMX VC USER is included in PIMX USER and PIMX SUPER USER |
| BMECAT FOR PIMICS | Obsolete since v8.0 | BMECat User | PIMX BMECAT is included in PIMX USER and PIMX SUPER USER |
Minimal Business Central native permissions for PIM Users
| Code | Description | When to use |
|---|---|---|
| D365 BASIC | BC Basic | It is required. This includes the base permission to be able to log in and see items and other data from BC |
| D365 ITEM, EDIT | Edit items | Necessary for most PIM users, because without this they cannot create/modify items |
Pimics Users licensing
Pimics is licensed for named users. All users who need to have access to Pimics need to have valid licenses, but not all users in Business Central need to have a license. The licenses can be assigned in Catalog Users
License types
Full user
This license is typically assigned to all users who manage product data in Marketing, Product, Content, etc. departments. A typical company needs 5 to 15 of these licenses.
Read-only user
This license is typically assigned to users who need to consume or verify product data in Pimics. It can be e-Commerce, Sales, etc. departments. A typical company needs up to 5 of these licenses.
No license
If user doesn't have an a license for Pimics. He still can consume certain data from Pimics, but he can't open Page or other UI elements from Pimics. The only excaption is the Item where we allow to see data on standard Item Card or standard Item List pages without license.
This view and actions are available for all Business Central users with certain permissions.
Define users
- Search for Catalog Users (or Pimics Users) and open the relevant link
- Select action Create All Users. This will create a line for each user in BC
- For each user specify one of the following licenses in the field License Type:
- If there are not enough licenses for users you will get this message: 'There are only # users allowed by the license. Do you want to generate a new license?'. In case you need more users than currently allowed by your license, you can always order more licenses from Allium.
- You can find your current number of user licenses in Catalog Setup, in group Database upon drilling down on field License Valid To
Recommended configuration
| Role | Description | Permissions sets | License |
|---|---|---|---|
| BC Users | Users who shouldn't work with Pimics | D365 BASIC or PIMX MINIMAL | None |
| Read-only PIM users | Users who should see data in Pimics | From the permission point of view, they need to have the same permissions as PIM Users | Limited |
| PIM users | Users or team members who will work with Pimics | PIMX USER, PIMICS - VENDOR CATA (if available), PIMICS ON-PREMISE (if available) | Full |
| Admins or key-users | Users allowed to change the configuration or delete master data | PIMX SUPER USER, PIMICS - VENDOR CATA (if available), PIMICS ON-PREMISE (if available) | Full |