- [Instructor] In order to effectively administer
security in Microsoft Dynamics GP,
it's essential that you understand
the most fundamental element
of the security system in GP,
and that is security tasks.
These can be found under administration,
system, security tasks.
Now, assigning security in GP
is really as easy as simply
going to the user security menu,
selecting a user,
selecting a company,
and simply checking off the roles
that apply to that user.
And this is because Microsoft has preloaded GP
with default, or system, roles and tasks.
So the system comes preloaded with lots of roles.
Bookkeeper, AR clerk, AP clerk, et cetera.
Each one of those roles has several tasks
within them already assigned.
That's why it's so easy,
you just go to the user security
and you click off the roles.
You only need to add security tasks
if you're trying to do something very specific,
very refined for setting up security
to something that people don't normally have
or isn't in one of the other roles.
I'm going to show you an example where I create
a security task for the modifier module,
which is the customization module of GP.
I'm going to put this in the category of system.
I'm going to give it a task name, modifier.
A description.
And it is of the type customization tool.
The series will therefore be just customization tools,
because that is not really something
that's applicable to multiple series.
And there's a choice of four different windows.
Customization maintenance, customization status,
the modifier module itself, and the report writer module.
So now that is a custom task.
Now I could put that task within a pre-existing role.
So if I wanted to give every accounting manager
the ability to use the modifier module,
I could look at
that particular task,
which is now available, and add it to that role.
And now I've made it so that anyone
in the role of accounting manager
will be able to use those customization tools.