> 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
You need the right company, role, and settings before you start training. These steps get you productive fast.
{% stepper %}
{% step %}
### Log in
Your admin will have given you the URL for Bevica. Use your Microsoft email and password to log in.
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### Check and Adjust Personal Settings (My Settings)
Review your **My Settings**, make sure they make sense 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**.
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{% 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)
Just a few things to pick up on and you can move onto feature training.
{% endstep %}
{% step %}
### Feature training
Depending on 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.
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### 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 [**https://admin.microsoft.com**](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** and add a user
If the user already exists, skip this step.
#### **Assign the Business Central Licence**
* Open the user record
* Choose **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 BC**
Normally users appear automatically once licensed but if needed:
* In Business Central, go to **Users**
* Choose **Process > Update Users from Microsoft 365**
This will need to be done in each required Environment
### **Assign Permission Sets**
Each user requires **permission sets** to access areas of the system.
* Go to **Users**
* Select the user
* Under **Permission Sets**, assign appropriate ones (e.g. `D365 BUS FULL ACCESS`, `D365 FINANCE`, etc.).
Business Central uses permission sets and security groups to control access.
### **Assign Security Groups (Optional but Recommended)**
Security groups allow centralised permission management in M365
* In M365 / Entra ID, assign the user to a **Security Group**
* 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.
**Steps:**
* Search **Profiles (Roles)**.
* Pick a profile (e.g., Accountant, Business Manager).
* Search **User Personalization**.
* Assign the desired Profile ID to the user.
* Alongside the profile, set user-specific settings such as: Language, Region, Date and number formats, Time zone, Default company.
### **Business Central Access Validation**
#### **The User Signs in for the First Time**
Ask the user to log in: [**https://businesscentral.dynamics.com/**](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 log in
* They can access the correct companies
* Their permission sets allow required tasks
---
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