Permissions
Smart Approval includes two permission sets to assign to users based on their role.
Permission Sets
| Permission Set | ID | Assignable | Description |
|---|---|---|---|
| EOLSA Basic | EOLSA Basic |
Yes | Read access to setup and criteria tables, access to all Smart Approval pages. Suitable for standard users who participate in approval workflows. |
| EOLSA Setup | EOLSA Setup |
Yes | Includes all Basic permissions plus insert, modify, and delete on setup and criteria tables. For administrators who configure approval types and criteria. |
Assigning Permission Sets
- Open Users in Business Central.
- Select the user and go to Permission Sets.
- Add EOLSA Basic for standard users who need to send and respond to approval requests.
- Add EOLSA Setup for users who configure Smart Approval types, criteria, and workflows.
What Each Role Can Do
EOLSA Basic (Standard Users)
- View the Smart Approvals list and card pages
- Send Smart Approval requests from documents
- Verify documents against smart criteria
- View applied smart criteria on documents
- Respond to approval requests (approve, reject, delegate)
EOLSA Setup (Administrators)
- Everything in EOLSA Basic, plus:
- Enable and disable Smart Approval types
- Create, edit, and delete approval criteria
- Use the AI-powered criteria suggestion tool
- Configure approver assignments
- Manage workflow templates
Entitlements and Licensing
Permission sets are granted through entitlements tied to your Smart Approval license. The app supports these entitlement tiers:
| Entitlement | Scope |
|---|---|
| EOLSA Development | Development and sandbox environments |
| EOLSA 1–10 Users | Licensed for up to 10 users |
| EOLSA 11–25 Users | Licensed for up to 25 users |
| EOLSA 26+ Users | Licensed for 26 or more users |
| Delegated Admin Agent | Delegated admin access |
| Delegated BC Admin Agent | Delegated BC admin access |
| Delegated Helpdesk Agent | Helpdesk agent access |
| Dynamics 365 Agent | Dynamics 365 agent access |
All entitlements grant the EOLSA Admin permission set, ensuring full app functionality for licensed users.
Note
Entitlement checks are enforced only in SaaS (cloud) environments. On-premises installations do not require entitlements.
Related information: