- Security is important in any application,
especially in an ERP system where you're dealing with
financial transactions and sensitive information such as
Social Security numbers and payroll salaries.
Dynamics GP has extensive and robust features for security.
Let's take a look at an overview, or a bird's eye view,
of some of those features.
Under the Administration, Setup, System, you find the
Security menu items such as User, User Classes,
User Access, and User Security.
The first thing you need to know is you have to be logged
in with an administrative account, either the
SA (System Administrator) or the DYNSA which is a
system administration account but it's not the same password
as your Microsoft SQL Server System Administrator.
And that's when you're able to create a user here, and Save.
If you're not logged in with SA or DYNSA
it won't let you save the user.
The user class was how security was controlled in the past,
and as GP security evolved, the user class became less
important because we started to use tasks and roles.
So you'll notice in the demo data here,
they've left the class ID blank.
It doesn't really drive the security.
The order of adding a user,
then giving that user access to the companies,
so here you see we only have one company installed,
but this user does have access to that company.
That would be your second thing to do.
Then you would want to go in and select that user
and select the company and give them a role.
Before you do that though, you have to establish
your security roles, and security tasks.
Fortunately, GP comes pre-loaded with a
vast array of security roles that are already
loaded with built-in security tasks.
So these roles, and you'll see there's an asterisk at the
end of the role ID in the name of the role, which alerts
you that this is in fact a default, or built-in role
and is compromised of built-in tasks.
I highly recommend that you try to set up your security
using the built-in roles and tasks and that should be
sufficient, generally, to control security within
Dynamics GP, then you can sort of tweak it from there.
This is a bird's eye view of the Dynamics GP security.