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:

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

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That’s it, Enjoy!

Regards,

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

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

One Response to Dynamics GP – Account Level Security Setup

  1. Sidney says:

    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. ThanksRegards,Sidney

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