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Security Overview for Microsoft Dynamics GP. Paul Johnson Prophet Business Group. Transition to Role Based Security. Roles and Tasks introduced in GP 10.0 Some companies “converted” existing security from GP 9.0 to GP 10.0 Some rebuilt security by assigning Roles to each user
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Security Overview for Microsoft Dynamics GP Paul Johnson Prophet Business Group
Transition to Role Based Security • Roles and Tasks introduced in GP 10.0 • Some companies “converted” existing security from GP 9.0 to GP 10.0 • Some rebuilt security by assigning Roles to each user • Lots of confusion around Roles and Tasks
Role-Based SecuritySecurity Components • User • Joe • Roles • AP Clerk • Bookkeeper • Tasks • View Vendors • PayablesTransactions • GL Reports • Operations • Vendor Inquiry • Payable Trx Entry • Apply Payments • Trial Balance
Security Setup Best Practices • Does an existing job role meet your needs? If Yes, assign existing roles to your users (note: most built in roles do not include posting) If No, build new job roles • Do not modify the built-in job roles, copy and rename
Security Setup Best Practices • Begin custom role/task names with a number or a special character (.) to bring it to the top of the list • Add the tasks you need to your new job role. Most of the time the built in tasks are sufficient
Role-Based SecuritySetup Enhancements “Default User” task gives enough access to log into Dynamics GP “Power User” role automatically gives a user access to ALL operations in the application Alternate/Modified Forms and Reports
Role-Based Security demo
Role-Based SecurityTips and Tricks • CustomerSource article KB 951229: Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010 • Use ‘Copy’ feature to create your own Security Tasks and Roles • Avoid altering the default roles\tasks • Tasks are grouped by type: Inquiry (INQ), Transactions (TRX), Reports (RPT), Admin (ADMIN) • Simplify Dynamics security by transitioning converted security to standard roles when time permits
And the Answer is… • What are the three main components of role based security? • Larry, Curly, and Moe • Marvin, Ron, and Blair • Users, Roles, and Tasks