- [Instructor] Dynamics GP Security comes
pre-loaded with tasks and roles.
Let's take a look at that under administration,
system, we have security roles.
Those security roles are loaded in the system
when you install the software.
So if we look at AP Clerk for example, we see it already
has lots of tasks and those tasks came with the system.
A handy checkbox here is display selected tasks,
let's check that.
And I can see exactly what's in that role.
So if I'm assigning that role to a user,
through the user security window,
which is here, they will have these tasks.
What's in those tasks is very descriptive.
You can see specifically, exactly what windows
are in them when you look into the security tasks area,
but they're very descriptive.
General ledger reports, purchasing reports, et cetera.
So we can see, this makes a lot of sense
to use the out-of-the-box roles.
That being said, you can create custom roles.
I'm going to click the clear button,
which will just clear this off without making any changes.
And I'm going to create a role called modifier.
And I'll give it the name mod
and the description is customization tools.
And I had created a custom security task,
which is also called modifier
and I put that task as a system task.
So I should find it here and sure enough,
there it is, modifier.
That's my own custom task.
Notice is does not have an asterisk
at the end of the task ID.
That's how I know it's not something
that came pre-loaded with GP.
So I click the checkbox near modifier
and now this role ID modifier,
has the custom task in that custom role.
It also will have the default user task specified,
which is a good idea when you're creating a custom role.
And I could add other things to it, if I wanted to,
but in this case, I'm trying to keep it simple
and keep the security clean, so I'm just saying
that the role ID has that one task in it, modifier.
I hit save, and then to assign this to a user,
I would go to user security, I would select my user,
select the company, and then look for that role,
assign it to the user, click save,
and now my custom security role is assigned to the user.