Roles & Permissions
Centara eMessaging uses Business Central’s standard permission set model. Roles are assigned through Profiles (which define the Role Center UI) combined with Permission Sets (which control data access).
Profiles (user roles)
Centara (RSMBAS)
The base profile available to all Centara users. Provides access to the core platform features including setup and message viewing.
- Role Center: Centara Role Center
- Permission Set Required: RSMBAS Courier Read (minimum)
Centara Documents (RSMSTA Documents)
For users responsible for processing inbound documents and managing purchase/sales workflows day-to-day.
- Role Center: Centara Documents Role Center — includes sections for Inbound Documents, E-Documents, Sales, Purchases, and Settings
- Permission Set Required: RSMSTA All
Centara Approver (RSMSTA Courier Approver)
For users who review and approve documents. Provides the full approval interface with approval and rejection cues.
- Role Center: Centara Approver Role Center
- Permission Set Required: RSMSTA All or RSMSTA Approval Only
Centara Approver - Simple (RSMSTA ApproverSimpleRoleCentr)
A streamlined approver experience for users who only need basic approval capabilities without the full document management interface.
- Role Center: Centara Approver - Simple Role Center
- Permission Set Required: RSMSTA Approval Only
Permission sets
RSMBAS Courier Read
Read-only access to the Centara base platform. Included automatically in all higher-level permission sets.
| Access | Scope |
|---|---|
| Read | Wise Courier Setup |
| Read + Insert | Messages, Message Attachments |
| Pages | Setup, Messages, Attachment List |
RSMBAS Courier Admin
Administrative access to the base platform configuration.
| Access | Scope |
|---|---|
| Full (RIMD) | Wise Courier Setup, Messages, Message Attachments |
| Execute | Core codeunits (messaging, logging, installation) |
| Pages | Setup, Messages, Attachment List, Role Center |
RSMSTA All
Full access to all Centara Standard functionality. Intended for document processors, administrators, and full approvers.
Includes: RSMBAS Courier Read + E-Doc. Core - Edit + E-Doc. Core - User + Document Approvals - Edit
| Access | Scope |
|---|---|
| Full (RIMD) | All 50+ custom tables (vendor posting, payment methods, document properties, etc.) |
| Full (RIMD) | Purchase and Sales Header/Line tables |
| Execute | 18 codeunits for workflows, e-documents, and auto-processing |
| Pages | 100+ pages covering all document and setup functionality |
RSMSTA Approval Only
Restricted access for users whose sole responsibility is approving documents. Cannot perform general setup or delete records.
Includes: RSMBAS Courier Read + Document Approvals - Edit
| Access | Scope |
|---|---|
| Read + Insert + Modify | Vendor Posting Setup, Payment Methods, Documents |
| Full (RIMD) | Purchase and Sales Headers (required for approval workflows) |
| Execute | 24 codeunits for approval, workflows, and document processing |
| Pages | Approval-focused pages only |
Approval hierarchy configuration
Approval chains are configured per user in User Setup:
| Field | Purpose |
|---|---|
| Manager | Identifies the user’s approving manager |
| Approve Line Without Confirmation | Allows line-level approval without confirmation prompt |
| Allow Substitute Approve | Enables this user to act as a substitute approver |
Connector permission sets
Each optional connector ships its own minimal permission set. These should be assigned in addition to a core permission set when the connector is in use.
| Permission Set | Connector |
|---|---|
| CTATOL All | Wise EDI Connector |
| CTAWAP All | Wise Approvals Connector |
| CTALSC All | LS Central |
| CTALSP All | LS Central Pharmacy |
| CTAWCC All | Island.is — Wise Collection Claim |
| CTAISS All | Island.is — Sales Documents |
| RSMICE All | Icelandic Localization |
Recommended role assignment
| User Type | Profile | Permission Sets |
|---|---|---|
| Administrator | Centara | RSMBAS Courier Admin + RSMSTA All |
| Document Processor | Centara Documents | RSMSTA All |
| Full Approver | Centara Approver | RSMSTA All |
| Simple Approver | Centara Approver - Simple | RSMSTA Approval Only |
| Read-only / Viewer | Centara | RSMBAS Courier Read |
Assign roles
- Search for Users in Business Central.
- Open the user you want to configure.
- In the User Permission Sets section, select Add.
- Search for the appropriate permission set (e.g., RSMSTA All, RSMSTA Approval Only).
- Select the role and close.
To assign a Profile (Role Center):
- Search for Profiles in Business Central, or open My Settings for the individual user.
- Select the appropriate Centara profile.
- The Role Center UI will update on next login.
A user can have both document processing and approver roles if they both process and approve documents — though this may conflict with the four-eyes principle if enabled.
Page extensions (70+)
eMessaging adds 70+ page extensions to standard BC pages, so eMessaging functionality appears naturally without requiring users to navigate to separate pages. These are automatically available to users with the appropriate permission set.
Examples of extended pages
| Standard BC page | What eMessaging adds |
|---|---|
| Vendor Card | Electronic document status, PEPPOL identifier, Vendor Posting Setup link |
| Customer Card | PEPPOL identifier, document sending profile, electronic delivery history |
| Purchase Invoice | Electronic document source, original document link, approval status |
| Posted Purchase Invoice | Link to original electronic document, attachment storage status |
| Sales Invoice | Electronic delivery status, PEPPOL preview |
| Posted Sales Invoice | Electronic document status, send/resend actions, delivery log |
| Purchase Order | Electronic send action, PEPPOL delivery status |
| Posted Warehouse Shipment | Despatch Advice status, electronic send action |
| Business Manager Role Center | Documents to Process tile, Pending Approvals tile, Electronic Documents activity |
| Accountant Role Center | Electronic document tiles, document inbox cue |
| Item Card | PEPPOL item identifiers, unit of measure mapping |
| Chart of Accounts | Accounting sync status with CentaraIQ |
Related pages
- Approval Setup — approval workflow configuration
- Four-Eyes Principle — preventing the same user from processing and approving
- General Setup — overall configuration
- Automation — job queue permissions