Added to the Microsoft Dynamics GP Application Level Security Series.
I am still surprised how many times questions appear on the newsgroups and forums asking about which Security Tasks and Security Roles are needed to access a particular window. It has been a while since I posted anything about the Support Debugging Tool, and this seems like a perfect opportunity to show how simple it is to use the Support Debugging Tool to find this information.
This blog already contains two posts on this topic (links below), the first showing how to obtain the Security Tasks and Roles using the DEXSQL.LOG and a SQL query. The second post uses the Support Debugging Tool to identify the window and then used the SQL Execute to run a similar query to the first post. Since these posts were created the Security Information window as added to the Support Debugging Tool, and this window makes working with security even simpler.
So, let's say I want to know how to grant access to the "Create Return" window which is accessed from the Additional menu on the Sales Transaction Entry (SOP_Entry) window. This window is particularly hard to find as it is not visible in the Sales series of the Microsoft Dynamics GP product or in fact any other product.
The steps below show how this information can be located quickly:
Note: If your menu has less options, turn on Advanced Mode from the Options >> Dex.ini Settings window.
Notes: Changing the Search Mode and Case Sensitive settings allow searching on partial names.
That's how easy it is.
While we have the Security Information window open, let's take a look at the what else you can see from this window:
For more information on the Support Debugging Tool and the previous posts, see the links below:
This is just one of the many benefits of the Support Debugging Tool and another reason why many partners now install the tool on all their sites.
Posting from Andy Nifong
Posting from Mark Polino at DynamicAccounting.net
Posting from Jivtesh Singh at About Dynamics, Development and Life
It is unclear (I think) from the post if the check boxes to the left of the user ids in the security information window indicate if the user is logged in, or if that user has one of the roles in question and therefore access to the window being inquired upon.
I think it is indicating who has access to the window. Can someone confirm?
The Security Information window does not show user activity, it shows the security access.
The checkboxes on the right hand pane show the access for whatever resource is selected in the left hand pane.
If the checkbox is disabled, it means that the user does not have access to the company.
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