You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.
This is Amber Bell from CAL Business Solutions. Today’s topic is how to clean up page layouts in Microsoft Dynamics GP.
This tip can be used both by users and by administrative people. If you’ve set up a new user, you might have taken the time to restrict their access. In this case, this user only should have access to AP Windows because they were set up as an AP clerk. However, by default, the user may have links to windows that they will never use. So we’re going to go ahead and take a minute and make changes for this user.
I’m going to click this button down in the corner, in the navigation pane, and go to navigation pane options, or you can right click and go to navigation pain options. In here I can say this user, who is an AP clerk, will not need to do HR and payroll, manufacturing, administration, inventory, sales, I go down further, no project, no, no. So, now I’ve got this restricted down to just financial because they may do reports and inquiries and purchasing, which is going to be their main windows. I could even change the order of those in that setup as well by just going back in and moving that up if I’d like and that makes that change.
Now, once I’ve got that set, we’re going to first go into financials, so again, this user is an AP clerk, so they should not be doing things like utilities or setup or any cards or anything like that, so we’re going to go ahead and make a change. I’m going to click on customize this page. No utilities, no routines, but they want inquiry and reports, and we’re going to click okay, and you can see how very easily that cleans up the look and feel of that window for them, so they see the two areas they have access to and they won’t bother you for access to utilities. We’re going to go ahead and click on purchasing. Now, with purchasing, this user may have more access, but there might be something you don’t need them to see, maybe you don’t want them to see the utilities box, maybe you don’t want them to see setup, so we’re going to go ahead and take away setup and utilities, click okay, and now that’s been simplified as well.
I recommend that administrators log in as new users at least once to double-check the security and make these changes. In the new version of Microsoft Dynamics GP2015, you can copy area page and home page settings to new users. For more great Dynamics GP tips and tricks, visit www.calzone.com/tips and sign up for our e-newsletter.
By Amber Bell, CAL Business Solutions – www.calszone.com