I'm attempting to give query access to the Purchasing Manager role but not having any luck. She can see the Query link on the left hand navigation, but gets an access denied when clicking on it. I'm not sure if the problem is on the sharepoint side or the BP side. I was unable to find the details or a specific role that grants access to queries. Any advice on how I can grant this access without making her a BP administrator?
Brian,
What version of Dynamics GP and Business Portal are you using? Have you tried navigating from the BP home page to Site Actions > Site Settings > Business Portal Administration > Users. You can assign Business Portal roles here. I'm assuming she has access through SharePoint to navigate to that link since she sees it. What is the full error message?
Thanks
Rob
Rob Bernhardt [MSFT]
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BP4, GP10. I know how to assign the roles, but I don't know which one contains query capability. The exact error is attached.
Assigning the Purchasing Manager role for the given company should work. Make sure your user is logged into the correct company.
Ok - I figured this out based on your tip. I had put her in the sharepoint group for Purchasing Manager, but had not added the Purchasing Manager role in the user setup. Thank you!