> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/onboard-to-bevica.md).
# Onboard to Bevica
Step-by-step onboarding for Bevica users and admins: sign-in, personal settings, navigation, role-based training, and Business Central user setup.
You need the right company, role, and settings before you start training. These steps get you productive fast.
{% stepper %}
{% step %}
### Sign in
Your admin will have given you the URL for Bevica. Use your Microsoft email and password to sign in.
{% endstep %}
{% step %}
### Check and adjust personal settings (My Settings)
Review **My Settings** and make sure they work for you:
* **Company**
* **Role (Profile)**
* **Work Date**
* **Language**
* **Region/Locale** (date/number formatting)
* **Time Zone**
{% hint style="success" %}
Train in **Sandbox** before you work in **Production**.
{% endhint %}
{% endstep %}
{% step %}
### Learn how to navigate the software
General navigation helps you feel confident moving around the system, finding information quickly, and understanding the core elements of the interface.
[Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md)
Learn the basics, then move on to feature training.
{% endstep %}
{% step %}
### Feature training
Depending on your role, pick from the Select training agendas designed for Bevica.
[Training Agenda Overview](/bevica-select/bevica_select_training.md)
{% hint style="warning" %}
As you move round the system trying different areas you might be blocked by permissions. When you come up against these, take a screenshot and tell your system administrator.
{% endhint %}
{% endstep %}
{% endstepper %}
### Preparation steps for administrators
1. Microsoft 365 Admin Center (Microsoft 365 admin)
#### Confirm your Business Central licence is available
Confirm the required licences are purchased and assigned to your tenant.
#### Go to the Microsoft 365 admin center
* Visit the [Microsoft 365 admin center](https://admin.microsoft.com/).
* Sign in using an account with *Global admin, User admin,* or *License admin* role.
#### Add the user (if they don’t already exist)
1. Go to **Users** > **Active users**.
2. Add a user.
If the user already exists, skip this step.
#### Assign the Business Central licence
* Open the user record
* Select **Licenses & apps**
* Select the correct BC licence type
* Save the changes
**Note:** BC online users must come from Microsoft 365 — all users originate in M365 before appearing in BC.
2. Sync and enable the user in Business Central (Business Central admin)
#### Wait for automatic sync or force sync in Business Central
Normally, users appear automatically after licensing. If needed:
1. In Business Central, go to **Users**.
2. Select **Process** > **Update Users from Microsoft 365**.
Do this in each required environment.
#### Assign permission sets
Each user requires **permission sets** to access areas of the system.
1. Go to **Users**.
2. Select the user.
3. Under **Permission Sets**, assign the appropriate sets, such as `D365 BUS FULL ACCESS` and `D365 FINANCE`.
Business Central uses permission sets and security groups to control access.
#### Assign security groups
Security groups support centralised permission management in M365.
1. In M365 / Entra ID, assign the user to a **Security Group**.
2. In BC, map the security group to permission sets.
#### Assign a profile (Role Centre)
Profiles determine **what the user sees**—menus, navigation, and home page layout.
1. Search **Profiles (Roles)**.
2. Select a profile, such as Accountant or Business Manager.
3. Search **User Personalization**.
4. Assign the desired Profile ID to the user.
5. Set user-specific settings, such as Language, Region, Date and number formats, Time zone, and Default company.
#### Validate Business Central access
**Sign in for the first time**
Ask the user to [sign in to Business Central](https://businesscentral.dynamics.com/).
If permissions and licence were assigned correctly, they will land on the BC role centre.
#### Test access
Admins should check:
* User can sign in
* They can access the correct companies
* Their permission sets allow required tasks
---
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