We'll automate sales person creation quickly:
Go to: Authorization Framework → Templates → Master Templates
Click: ‘New’
Fill in:
| Field | Value |
|---|---|
| Table | "Salesperson" (table 13) |
| Description | "Create Sales Person record " |
| Data per Company | Check when required |
| Skip Table Triggers | Leave unchecked (unless you expect issues) |
| Overwrite manually set values? | Check if you want the Authorization Box to override manual changes |
Click: ‘Save & Close’
You're now on the Master Template card.
Fasttab "Template Lines" → Click on the Field No. (usually ‘1’ and a key field)
Fill in:
| Field | Value |
|---|---|
| Field No. | “1” (greyed out) |
| Value Source | “User” |
| Value | “[Initials]” |
| Skip Field Validate | Unchecked |
Click: ‘Save & Close’ (2x)
The Master Template is now made.
Go to: Authorization Framework → Templates → Templates
Click: ‘New’
Fill in:
| Field | Value |
|---|---|
| Table | "Salesperson" (table 13) |
| Description | "Create Sales Person record for new sales reps" |
| Data per Company | Check when required |
| Skip Table Triggers | Leave unchecked (unless you expect issues) |
| Overwrite manually set values? | Check if you want the Authorization Box to override manual changes made in Business Central |
Click: ‘Save & Close’
You're now on the Authorization Template card.
Fasttab "Template Lines" → Click: ‘New’
Example line 1: Fill salesperson name with a user data value
| Field | Value |
|---|---|
| Field No. | “2” (Name) |
| Value Source | “User” |
| Value | “[Full Name]” |
| Include Field in Insert Query | Unchecked |
Click: ‘Save & New’ → Add another line
Example line 2: Fill salesperson email with a user data value
| Field | Value |
|---|---|
| Field No. | “5052” (Email) |
| Value Source | “User” |
| Value | “[Company e-mail address]” |
| Include Field in Insert Query | Unchecked |
Click: ‘Save & New’ → Add another line
Example line 3: Set commission percentage
| Field | Value |
|---|---|
| Field No. | “104” (Commission %) |
| Value Source | “Value” |
| Value | “5” (fixed value) |
| Include Field in Insert Query | Unchecked |
Click: ‘Save & Close’
Go to: Authorization Framework → Organization Roles
Open your "Sales Rep" Org.role
Fasttab "Templates" → Click: ‘New’
Fill in:
| Field | Value |
|---|---|
| Authorization Template | Select your template |
| Action on Grant | “Insert/Change” |
| Action on Revoke | “Delete Record” (or “No Action”) |
Click: ‘Save & Close’
Create an Authorization Request for a new user.
Assign them the "Sales Rep" Organization role and make sure the ‘Company e-mail address’ is filled in the User data of that user.
Process the request.
Check Business Central: Sales Person record should be created automatically.
Last reviewed: October 2026.