Getting Started with Business Account

Prerequisites

• Valid user profile with Business Account permissions

• Understanding of basic Business Central navigation

• Knowledge of your municipality's business account structure

Initial Setup

1. Configure User Profile: Ensure your user has appropriate Business Account access

2. Set Filters: Configure business account filters based on your role

3. Review Permissions: Verify you have necessary create/edit permissions

Navigation

Access Business Accounts through:

• Role Center: Business Account tiles

• Search: Type "Business Accounts" in the search box

• Menu: Administration → Business Accounts