How to Remove or Hide Posting Rights for Users in Dynamics 365 Business Central

Today, we will look at how you can remove or hide posting options for users in Dynamics 365 Business Central. This can be useful when users need to create or work with purchase documents but should not have access to posting actions.

In Business Central, controlling what users can do is important for maintaining a clear and secure workflow. In this example, we will use the Personalize option to hide posting actions from the user interface.

If you need help managing Business Central permissions, user roles, or posting controls, Out2sol, as a leading Microsoft Dynamics 365 consulting firm can help you configure your Business Central environment according to your business requirements.

What Does Removing Posting Options Mean?

When we hide posting actions through personalization, the posting buttons are removed from the user's page view.

This approach is useful when you want to simplify the interface for a particular user. However, hiding a button through personalization should not be treated as a replacement for proper Business Central permission management when you need to enforce posting restrictions at the security level.

Steps to Hide Posting Options in Business Central

Watch this quick video to follow the complete process:

Step 1: Open the User Account

First, sign in to the Business Central user account.

Open the Purchase Order or the page where you want to remove the posting options.

Then:

1. Select Settings.
2. Click Personalize.

Step 2: Hide the Posting Options

In personalization mode, find the posting actions you want to remove.

You can hide options such as:

• Post
• Post & Print
• Post Batch

Remove these actions from the page according to your requirement.

Step 3: Hide Posting Actions

Next, open:

Action → Posting

From here, hide the required posting actions, including Post, Post & Print, and Post Batch.

Step 4: Check the Purchase Order Page

Go back to the Purchase Order page and check the available actions.

The posting options you selected should no longer be visible to the user.

Step 5: Apply the Same Setup to Purchase Invoices

Now open the Purchase Invoice page.

Use the personalization option again and hide:

• Post
• Post & Print
• Post Batch

This helps keep the user interface consistent across purchase documents.

Step 6: Check the Purchase Invoice List

You should also check the Purchase Invoice list.

Open the actions and hide the posting options that you do not want the user to see.

Step 7: Check the Purchase Invoice Document Page

Finally, open an individual Purchase Invoice and verify the posting actions.

Hide Post, Post & Print, and Post Batch where required.

Why Hide Posting Options?

Removing unnecessary posting actions can make the Business Central interface easier to manage for users who are responsible for preparing documents but should not normally perform posting activities.

It can help you:

• Keep the user interface simple
• Reduce accidental posting
• Separate document preparation from posting activities
• Make the workflow easier for different users

Important Note

There is an important difference between hiding a posting button and removing posting permissions.

Personalization changes what the user sees on the page. If your requirement is to technically prevent a user from posting transactions, you should review their permission sets and user setup as part of the security configuration.

Final Thoughts

Managing posting actions is one small but useful part of controlling how users work in Business Central. By hiding unnecessary posting options, we can create a cleaner interface and make the responsibilities of different users easier to manage.

For stronger access control, however, always consider the user's permissions and role in addition to the page personalization.

Try the steps above in your Business Central environment and check the Purchase Order and Purchase Invoice pages to make sure the required posting actions are hidden.

See you next time with another Dynamics 365 Business Central topic.

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