Wednesday, June 23, 2010

Dynamics GP - Account Level Security Setup

Have you ever wanted to activate the account level security but didn’t find the where to assign users to accounts? Well you will find the answer here, there is nothing line “Field Level Security” to link account to users, instead there is an organizational structure positions that linked to your accounts, and your users will be linked to the needed positions, below are the steps required to set this up:

1. Go to “Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Company” and activate the module by checking “Account Security”:

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2. Go to “Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Org Structures” and define your company positions:

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3. Go to “Cards >> Financial >> Account >> Select an account >> Organization button” and link the accounts to the positions:

image

4. Go to “Microsoft Dynamics GP menu >> Tools >> Setup >> System >> User >> Select a user >> Organization button” and link the user to a position:

image

That’s it, Enjoy!

Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

5 comments:

Sidney said...

Hi Daoud,

Thanks for your insights into GP which have been useful to many of us.

Do you perhaps know the tables related to the assignment of users to entities? Doing it manually seems the inefficient way to go and I would prefer to write a SQL to do the insertion if I know the tables. Thanks

Regards,
Sidney

Stephanie McCabe said...

I'm wondering if there is a way to mass modify accounts for an organization if the ledger accounts are already set up and you are just implementing account level security. Do you have to go through the chart of accounts one by one to assign them an organizational level?

Mohammad R. Daoud said...

Guys,

You have an option to mass assign accounts, go to Cards>> System >> Organisational Assignments and enjoy!

Sami Hammad said...
This comment has been removed by the author.
Anonymous said...

Hi

Is there a GP feature or 3rd party tool that will allow restrictions by Customer ID, Vendor ID, Site?

Thanks
Lea

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