Setting up a Security Task/Role for a GP Window or Report

Dynamics GP 10 and GP 2010 does not have an inbuilt role/task for a few windows and reports.

This article explains setting up of a role/task for such modules. If you know the Product, Type and Series associated with the Window, you can follow the steps below to setup a security task.

The example below explains how you can setup a new security task for giving access to Safe Pay Windows

Set up an Security Task for Safe Pay

Create a new task and assign it a suitable name.

Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Security Tasks

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Select the appropriate Product, Type and Series in this Window.

Select Product as Safe Pay, Type as Windows [or Reports/Files/Custom Reports] and Series as 3rd party.

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Select the required Operations for the created task.

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Assign the new task to a role or create a new role from – Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Security Roles.

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Assign this role to the user who needs Safe Pay access.

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Safe Pay Windows will now be available for the relevant user.

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References -

How to identify the Security Tasks and Security Roles associated with a specific window or report – David Musgrave
Tracking down a GP 10 security task that is granting unwanted access to a window – Steve Endow

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