Ceres Training: Security Roles, User Permissions, & Access Control Deep Dive

Welcome to this special Ceres ERP technical webinar focused on security roles, user permissions, and database access control for Feeding America network food banks. Recorded on January 26, 2021, this session is led by Sharon Jacobson (SJ Consulting) and Andy Drott, with expert commentary and Q&A support from Scott Wiacek (Feeding America National Office). Designed for IT administrators, finance directors, and Ceres system managers, this webinar demystifies the multi-layered permission structure within Ceres ERP (Microsoft Dynamics NAV). Learn how to effectively manage permission sets, user groups, user setup parameters, warehouse/ADCS tables, and advanced troubleshooting tools like the Permissions Recorder and security filters. --- 📌 TIMESTAMPS & CHAPTERS: 00:00 - Introduction & Webinar Overview (Sharon Jacobson) 01:35 - The Anatomy of Ceres Permissions: Permission Sets, Role IDs, and Naming Conventions 06:40 - Drilling Down: Permissions vs. Permission Sets (Objects, Table Data, and Read/Insert/Modify/Delete) 09:55 - Key Terms Review: Users, User Groups, Role IDs, and Role Centers vs. Profiles 15:35 - Creating and Managing Users, User Groups (Ceres 4.5+), and User Permission Assignment 23:15 - Assessing Risk: Permission Sets by Risk Level (Read to System Setup) 25:35 - The Dangers of Modifying Low-Level Permissions & Indirect Permissions (Scott Weiss) 32:55 - Special User Setup Settings: Credit Limit Overrides, Posting Allowances, and History Corrections 36:55 - Warehouse & Handheld User Setup: Warehouse Employees, Default Locations, and ADCS Users 40:00 - Using the Permissions Recorder Tool in Ceres 4.5+ 42:15 - Key Concepts Recap & Summary 44:15 - Advanced Discussion: Security Filters for Table-Level Access (e.g., Separating Donors from Vendors) 49:05 - Active Directory (AD) Groups & User Management Best Practices 53:20 - Auditing Permissions, Jet Reports, and SQL Back-End Queries 1:07:30 - Troubleshooting Search Field Visibility & Role Tailor Client Settings 1:12:00 - User Group Management Live Demo & Default Profiles 1:17:15 - Deep Dive: Table Data vs. Table Definitions, Table 0, and Managing Super User Rights 1:25:30 - Multi-Company Permissions & Closing Remarks --- 🔗 RESOURCES & RELATED LINKS: • Feeding America HungerNet Extranet: https://www.hungernet.org • Ceres User Guides & Technical Support Documentation: Accessible via the Member Business Solutions and Series Pages on HungerNet. #CeresERP #FeedingAmerica #FoodBankManagement #MicrosoftDynamicsNAV #UserPermissions #AccessControl #ITAdmin #NonprofitTech #ERPsecurity #HungerNet