Permission sets

Bitta Commission controls access in two layers. Business Central permission sets decide which Bitta Commission pages and actions a user can open. Commission user scopes decide whose commission records the user sees on scoped pages such as statements and disputes. This page lists the permission sets, shows you how to add a scope and suggests assignments that keep the maker and the checker apart.

Before you start

• Permission sets are assigned the standard Business Central way, per user and per company, on the user card under User Permission Sets or from the Permission Sets page.
• Assign Bitta Commission Setup Administrator (BAA Comm Setup Admin) to the person who configures the app first. The app checks that this exact permission set is assigned to the user in the current company before it lets them activate the license, switch modules, prepare number series or administer participants. Another broad set, such as SUPER, does not count for these checks.
• A scope does not grant permissions, and a permission set does not grant a scope. Users who work with participant records need both.

The eleven permission sets

Bitta Commission ships eleven assignable permission sets. Each one includes the non-assignable building-block sets it needs, such as BAA Comm Reporting Ext, so you assign only the sets in this table. BAA Comm Setup Admin is the only set that includes another assignable set, BAA Comm Plan Dsgnr. BAA Comm Setup Admin, BAA Comm Processor and BAA Comm Manager also include the standard User Selection - Read set.

Permission set	Caption	Use it for
BAA Comm Setup Admin	Bitta Commission Setup Administrator	Setup, the guided setup, module switches, the license, number series, hierarchies and territories, templates, approval policies, workflow and notification setup, commission roles and user scopes. Includes everything in the Plan Designer set.
BAA Comm Plan Dsgnr	Bitta Commission Plan Designer	Plans, plan versions, components, rates, credit split rules, plan assignments, team targets and the plan document.
BAA Comm Processor	Bitta Commission Processor	Source capture, calculation runs, corrections, crediting entries, eligibility holds and exceptions.
BAA Comm Approver	Bitta Commission Approver	Approval entries and approval decisions on plan versions, settlements, accounting proposals and statements.
BAA Comm Accountant	Bitta Commission Accountant	Account mappings, posting setup, accounting proposals, G/L posting preview and posting, reconciliations, corrections and eligibility holds.
BAA Comm Payroll AP	Bitta Commission Payroll and AP	Settlements, payroll-ready exports, recorded payments and balance entries.
BAA Comm Manager	Bitta Commission Manager	The Role Center, the team's participants, statements and disputes, eligibility holds, what-if simulation and approvals.
BAA Comm Participant	Bitta Commission Participant	A sales rep's own statements, disputes, plan acceptance, plan document and what-if estimate.
BAA Comm Auditor	Bitta Commission Auditor	Reading configuration, organization, plans, sources, ledgers and evidence for audit.
BAA Comm Support	Bitta Commission Support	Reading setup and configuration pages to diagnose problems.
BAA Comm Integration	Bitta Commission Integration	Writing source and organization staging data from another system. It adds no setup or approval permissions.

A participant reads their own earnings and calculation trace only indirectly, through the "My" pages that lock the rows to the user's own participants. See Sales rep view.

Commission user scopes

A scope links a Business Central user to a commission role and an organization scope for a date range. The three scopes are:

Scope	What the user can reach
Participant only	One participant, normally the user's own participant record.
Manager and descendants	The anchor participant and every participant below them in the chosen manager hierarchy, as of the date.
Finance (all participants)	Every participant in the company.

A user with no active scope covering today sees no participant rows on scoped pages. Setup administrators can still open the participant directory without a scope. Plan designers, auditors and support users can read participant versions and position assignments without a scope.

To add a scope:

1. Search for Commission User Scopes in Tell Me and open it. Each row shows the User Name, Full Name, Scope, Participant No. and the effective dates.

2. Choose Add User Scope. The Commission User Scope card opens.

3. In the User and Role group, choose the User Name and a Role Code. If the role does not exist yet, choose New Commission Role. The role must be active before you can save the scope.
4. In the Organization Scope group, choose the Scope. For Participant only or Manager and descendants, choose the Participant No.. For Manager and descendants, also choose the Manager Hierarchy Code.
5. In the Effective Period group, enter Effective From. Leave Effective Through blank for an open-ended scope. Choose Save.

If you save without choosing a scope, Business Central shows: "Choose Participant only, Manager and descendants, or Finance (all participants) before saving." Saved scope history cannot be edited. To change someone's access, add a new dated scope.

Commission roles

Commission Roles lists the business roles you select in a scope. Each role has a code, a version, a status, effective dates and four flags: Can View Amounts, Can Approve, Can Resolve Disputes and Can Post.

• New creates a role. You save it as a draft or save and activate it.
• Activate Role activates a reviewed Draft role.
• New Version creates the next Draft version from the work date. The earlier version ends the day before.

Keep the maker and the checker apart

The app enforces a second person for approvals. A requester who tries to approve their own request gets BAA-WFL-SELFAPPROVAL, and an action that breaks segregation of duties gets BAA-WFL-SEGREGATION. A suggested starting point:

Person	Permission set	Scope
Implementation lead	BAA Comm Setup Admin	Finance (all participants)
Compensation analyst	BAA Comm Plan Dsgnr	Finance (all participants)
Commission operator	BAA Comm Processor	Finance (all participants)
Plan or finance approver	BAA Comm Approver	Finance (all participants)
Accountant	BAA Comm Accountant	Finance (all participants)
Payroll or AP clerk	BAA Comm Payroll AP	Finance (all participants)
Sales manager	BAA Comm Manager	Manager and descendants
Sales rep	BAA Comm Participant	Participant only
Auditor	BAA Comm Auditor	Finance (all participants)

Profile and Role Center

Bitta Commission ships one profile, Bitta Commission Manager, described as "Coordinates Bitta Commission setup, people, plans, calculation review, settlement, accounting, statements, and disputes." Its Role Center is Bitta Commission. There is no separate profile for sales reps. Reps open My Commission from Tell Me. See Commission reports.

What's next

Install the extension: Install and upgrade.