Permission Manager

Configure role access to master entities, transaction record types, fields, and row scopes.

On this page
Screenshot of the Permission Manager page
The Permission Manager page in BSuit.

#How permissions are organized

Master entities control reference data such as customers and products. Transaction permissions are assigned by Record Type, allowing separate access to invoices, journals, orders, and other business documents.

#Configure a role safely

  1. Select a role and review its current effective access.
  2. Grant only the actions required: view, create, edit, delete, post, approve, or other record-specific actions.
  3. Add field or row restrictions when users should see only part of an entity.
  4. Review separation-of-duties warnings before saving.
  5. Use the effective-permissions view to verify the final result.

#Why a list may be empty

Confirm the module is installed, the role is active, and the entity catalog has loaded. Your administrator account must also have permission to manage identity settings.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
2026-09-21
Help version
2026.0.0-preview
Guide ID
erp:/identity/permissions
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