Permissions Overview

BRC Risk Management implements a least-privilege security model with three permission sets providing granular access control based on user roles and responsibilities.

Security Principles

• Least Privilege: Users receive only the permissions they need for their role
• Role-Based Access: Permissions align with business functions and job responsibilities
• Extensible: Permission sets can be combined with other Business Central permissions
• Auditable: All data access and modifications are logged for security auditing

Permission Set Hierarchy

BRC RISK - ADMIN
    ├── All BRC RISK - EDIT permissions
    └── Setup and configuration rights

BRC RISK - EDIT  
    ├── All BRC RISK - VIEW permissions
    └── Create/modify operational data

BRC RISK - VIEW
    └── Read-only access to risk data

Permission Sets Detail

BRC RISK - VIEW (Read-Only Access)

Purpose: Read-only access to risk data for general users and executives who need risk visibility without data modification capabilities.

Target Users:

• General staff needing risk visibility
• Executives reviewing risk reports
• Customer service representatives
• Sales staff checking customer risk before quotes
• Finance staff reviewing vendor risk levels

Permissions Granted:

*API Call Ledger shows sanitized data with API keys masked
**Risk Setup read-only for display purposes, no sensitive data access

Functional Capabilities:

• ✅ View business entities and their risk levels
• ✅ See risk indicators on Customer/Vendor cards and lists
• ✅ View watchlists and their current matches
• ✅ Review API call history (with sensitive data masked)
• ✅ Access Risk Manager Role Center in view-only mode
• ✅ Generate and view risk-related reports
• ❌ Cannot create or edit entities
• ❌ Cannot fetch new risk data from API
• ❌ Cannot modify watchlists or criteria
• ❌ Cannot access configuration or setup pages

Use Case Examples:

• Sales representative checking customer credit score before preparing quote
• Executive reviewing high-risk customer portfolio in monthly reports
• Customer service agent understanding risk context during support calls
• Finance manager reviewing vendor risk levels for payment terms decisions

BRC RISK - EDIT (Standard Operational Access)

Purpose: Full operational access for users who actively manage risk data and monitoring processes.

Target Users:

• Risk analysts and credit managers
• Operations managers handling customer/vendor relationships
• Accounts receivable/payable staff
• Treasury staff managing financial exposure

Permissions Granted:

Includes all BRC RISK - VIEW permissions, plus:

Additional Functional Capabilities:

• ✅ Create and edit business entities manually
• ✅ Trigger risk data fetches from API
• ✅ Link customers and vendors to business entities
• ✅ Create and manage watchlists with custom criteria
• ✅ Add entities to existing watchlists
• ✅ Evaluate watchlists manually for immediate results
• ✅ Modify entity update schedules and preferences
• ❌ Cannot modify risk level definitions or thresholds
• ❌ Cannot access API configuration or credentials
• ❌ Cannot change system-wide setup parameters
• ❌ Cannot manage Job Queue entries for automation

Use Case Examples:

• Credit analyst creating new business entity for large customer
• Risk manager setting up watchlist to monitor entities with debt over €100k
• AR manager fetching updated credit scores for overdue accounts
• Operations manager linking newly created vendor to risk monitoring

BRC RISK - ADMIN (Full Administrative Access)

Purpose: Complete administrative access for system configuration, setup, and maintenance.

Target Users:

• Risk management administrators
• Business Central application administrators
• IT administrators responsible for system configuration
• Implementation consultants during setup

Permissions Granted:

Includes all BRC RISK - EDIT permissions, plus:

*Risk Setup record cannot be deleted (system integrity)
**API Call Ledger cleanup for maintenance purposes

Administrative Capabilities:

• ✅ Configure API provider settings and credentials
• ✅ Create and modify risk level definitions and styling
• ✅ Set up automatic risk level thresholds and calculations
• ✅ Run assisted setup wizard for initial configuration
• ✅ Test API connectivity and troubleshoot integration issues
• ✅ Configure Job Queue entries for scheduled operations
• ✅ Delete old API call ledger entries for maintenance
• ✅ View complete API logs including sensitive data (when appropriate)
• ✅ Configure notification settings and webhook endpoints
• ✅ Manage telemetry and Application Insights integration
• ✅ Export/import configuration for environment setup

Use Case Examples:

• Administrator performing initial system setup after installation
• IT administrator configuring TIC API integration with credentials
• Risk admin creating custom risk levels for industry-specific requirements
• Admin setting up automated nightly risk data updates via Job Queue
• Administrator troubleshooting API connectivity issues

Role-Based Assignment Guidelines

Assignment Recommendations

*Role may require higher permission set depending on organization structure

Permission Assignment Process

Via Business Central User Interface

1. Access User Management

   • Search for “Users” in Business Central
   • Open the Users page

2. Select User

   • Find the specific user in the list
   • Click on the user to open the User Card

3. Assign Permission Set

   • Navigate to User Permission Sets section
   • Click New to add permission set
   • Select appropriate BRC RISK permission set
   • Set Company scope (leave blank for all companies)
   • Click OK to confirm

4. Verify Assignment

   • Confirm permission set appears in user’s list
   • Test user access to ensure proper functionality

Via PowerShell (Bulk Assignment)

# Example: Assign BRC RISK - VIEW to multiple sales users
$Users = @("sales1@company.com", "sales2@company.com", "sales3@company.com")
foreach ($User in $Users) {
    Add-NAVUserPermissionSet -ServerInstance BC240 -UserName $User -PermissionSetId "BRC RISK - VIEW"
}

Permission Validation

Testing User Access

For VIEW Users:

• Can open Business Entity List (read-only)
• Can see risk indicators on Customer/Vendor cards
• Cannot access Risk Setup pages
• Cannot execute “Fetch Risk Data” actions

For EDIT Users:

• Can create and modify Business Entities
• Can execute “Fetch Risk Data” from Customer/Vendor cards
• Can create and manage Watchlists
• Cannot access Risk Setup configuration

For ADMIN Users:

• Can access Risk Setup page and modify settings
• Can create/modify Risk Levels
• Can run Assisted Setup wizard
• Can view complete API logs and diagnostics

Security Considerations

Sensitive Data Access

API Credentials:

• Only ADMIN users can view/modify API keys and endpoints
• API Call Ledger masks sensitive data for VIEW/EDIT users
• Audit trail tracks all configuration changes

Customer/Vendor Data:

• Risk data access follows standard BC Customer/Vendor permissions
• Users must have appropriate BC permissions for linked records
• Risk data supplements but doesn’t override BC security

Compliance Requirements

Data Protection:

• Permission sets respect GDPR data access requirements
• Audit trail logs all data access and modifications
• Personal data access follows standard BC compliance framework

Financial Regulations:

• Risk data access aligns with financial compliance needs
• Segregation of duties maintained between operational and administrative users
• Audit capabilities support regulatory reporting requirements

Troubleshooting Permissions

Common Issues

User Cannot See Risk Data:

1. Verify BRC RISK permission set is assigned
2. Check underlying Customer/Vendor table permissions
3. Confirm user has company access where data exists
4. Validate risk data exists for the entities being viewed

User Cannot Fetch Risk Data:

1. Confirm user has BRC RISK - EDIT or ADMIN permission set
2. Verify API configuration is complete (ADMIN task)
3. Check Job Queue permissions for background processing
4. Validate network connectivity and API credentials

Setup Pages Not Accessible:

1. Verify user has BRC RISK - ADMIN permission set
2. Check for conflicting permission sets that might restrict access
3. Confirm user session hasn’t timed out
4. Validate Business Central version compatibility

Permission Conflicts

Overlapping Permission Sets:

• BRC RISK permission sets can be combined with standard BC sets
• Higher permission levels (ADMIN) automatically include lower levels
• Custom permission sets should not conflict with BRC RISK objects

Object-Level Conflicts:

• Ensure no custom permission sets restrict access to BRC objects (70000-70099)
• Validate table extension permissions don’t conflict with base Customer/Vendor access
• Check for company-specific permission restrictions

For implementation questions or permission assignment assistance, refer to the Support section or contact your Business Central administrator.