Security Overview Part 2

Dynamics comes with useful standard roles.  Each Role has a set of tasks usually performed by this role.  For example, the AP Clerk Role would include tasks such as Payables Transaction Entry, Payables Distribution Entry, and Payables Batch Entry.  The Accounting Manager Role payables tasks would include Payables Batch Entry and Posting Permissions as well as GL tasks such as Financial Transaction Entry and GL Trial Balance Reports.  In some businesses, a role may include both AP Clerk and Accounting Manager Roles

In the Security Hierarchy, a User is first assigned access to a Company and then to one or more User Roles within the Company.

In this Illustration, Joe performs Accounting Manager tasks in the ABC Company and AP and AR Clerk tasks in the Nitro Company.

Create New Roles

In this example, we create a new role. However, a new task created can be added to an existing Role.

  1. In the Administration Page, go to Security Roles
  2. You will be prompted to enter a system password
  3. Name the Role ID
  4. Enter the Role Name
  5. Provide a more detailed Role Description
  6. Display the Sales Series
  7. Scroll and mark the MAINTAIN CURRENCY RATES Task
  8. Mark the Display Selected Tasks box to review the tasks that are to be assigned
  9. Click Save
  10. Now, the Role can be assigned to an existing user

Copy Roles

Use the Copy function when you wish to add one or more tasks to an existing Role and assign the Role to a specific User.

  1. In the Administration Page go to Security Roles
  2. You will be prompted to enter a system password
  3. Name the Role ID

 

 

4. Click the Copy button
5. In the Copy Security Role window, select an existing Role ID
6. Note that the information from one role will replace any information in the role being copied to.
7. Click OK

8.  Back in the Security Role Setup window, enter a new Role Name
9.  Provide a more detailed Role Description
10. Mark the additional Roles you wish to assign
11.  Click Save
12.  Now the Role can be assigned to an existing user