Dynamics,Partner,Newsflash,Cus computer Dynamics GP Partner Newsflash: Custom Forms Security
----------------------------------------------------------Permission is granted for the below article to forward,reprint, distribute, use for ezine, newsletter, website,offer as free bonus or part of a product for sale as longas no changes a Gone are those times when the companies and the organisations didn't need a hi-tech system to handle them. Owing to the considerable increase in the business sector and thus, an enormous increase in the complexity of the organisational struc
In this small publication we will give you simpleinstructions on how to enable custom add-on windows access for GP users, whoare not granted Poweruser role: 1. SecurityTasks. For custom window, please createnew security task: Tools->Setup->System->Security Task, here give newtask ID, something like Custom Windows; pick category, Financial for example;select Product (Custom Add-On or something like that), Type Windows and markone or multiple Windows 2. SecurityRoles. They are for combining severaltasks into one role, assuming that your GP user duties are collection of Tasks(Role), and you may have several roles enabled for you:Tools->Setup->System->Security Role, give new role ID, Custom Role, orthe like and mark your Custom Window task for the Role 3. Nowyou will need to assign security role to the user(s) for the specific company:Tools->Setup->System->User Security, here please pick UserID, Companyand mark Custom Role. Repeat this stepfor each user and company as needed 4. ModifiedForms and Reports ID. This securityobject is for altering users access to modified forms and reports (ReportWriter and Modifier, similar concept as you may remember it from earlierversions) 5. PowerUser role. If you assign this role tothe user, she/he will automatically have access to all form, including newlyinstalled Dynamics GP customizations. Obviously, you do not want this short cut for everyone, as you probably dontwant people to see your GL account balances, employee or vendor summaries andtransactions, especially in mid-size or large organization 6. Securityarchitecture upgrade to version 10.0. Asyou could imagine, security is not easy to upgrade, as the whole model ischanged. Default upgrade createssecurity roles for each individual user (with userid prefix) when you are updatingfrom Dynamics GP 9.0 or 8.0 to version 10.0 7. Securityreimplementation for large organization. We assume that for large corporation you may need to review and redesignsecurity roles to map precisely to your Dynamics GP user positions. Feel free to call us: 1-866-528-0577, [email protected]
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