Dynamics GP Features New Security Workflows

October 04 | By Tracey Brinkman

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Dynamics GP Features New Security Workflows

Dynamics GP new release, due out in October 2019 has 4 new workflows added around security.

The first new workflow is User Setup Workflow.

Dynamics GP Features New Security Workflows: User Setup Workflow

This workflow is available in Workflow Maintenance under the Administration group.  When active, it is shown on the User Setup window and if you add a new user or edit an existing user the change can be submitted through workflow to one or more approvers.  

The information above is from Dynamics GP October 2019 Feature of the Day – User Workflow:

https://community.dynamics.com/gp/b/gpteamblog/posts/dynamics-gp-feature-of-the-day—user-workflow

The second workflow added is User Security Approval.

In User Security, you can make changes to the access for a user, what security role they are assigned or what modified reports they can access. With User Security Approval workflow, you can require that these changes be submitted for review and approval. This workflow is available in Workflow Maintenance under the Administration group. 

Dynamics GP Features New Security Workflows: Edit User Security

When active, it is shown on the User Security window.  No changes made in User Security will become active until the workflow task has been final approved. 

The information above is from Dynamics GP October 2019 Feature of the Day – User Security Workflow

https://community.dynamics.com/gp/b/gpteamblog/posts/tag-dynamicsgpoctober2019—user-security-workflow

The third workflow added is Security Task Approval.

Security Task Approval and Security Roles Approval: 

A user is assigned one or more security roles. 

The security role is a compilation of what tasks a user might need to take when performing that role. 

The security task is a compilation of the operations such as window access or file access to let the user be allowed to perform a task.

Security Task Approval lets you edit the operations that are assigned to a task or create a new task; and if the workflow is active, the workflow actions will display on Security Task Setup.

The fourth new workflow added is Security Roles Approval.

Security Roles Approval lets you edit the operations that are assigned to a role or create a new role; and if the workflow is active, the workflow actions will display on Security Role Setup. 

Dynamics GP Features New Security Workflows: Edit Security Role

Information for the Security Role Approval workflow is from Microsoft Dynamics GP #DynamicsGPOctober2019FeatureoftheDay: https://community.dynamics.com/gp/b/gpteamblog/posts/tag-dynamicsgpoctober2019featureoftheday—security-task-approval-and-security-roles-approval

Dynamics GP Features New Security Workflows:

With these Security Approval workflows, you can require that any changes made in these windows be submitted for review and approval. The workflows are available in Workflow Maintenance under the Administration group.  No changes made for Security Tasks or Security Roles will be implemented until the workflow task has been final approved.  

We will continue to post additional articles regarding the new update.

Feature of the day Blog posts are available at: https://community.dynamics.com/gp/b/gpteamblog

Let us know if you have questions or would like to get on a list to upgrade.

See our previous posts at: https://www.isolutionspartners.com/articles/