remove module from navigation view

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Posted on by scottmik

Hi,

I'm very new to GP and I need to prevent a group of users from seeing the "financial menu" in the navigation pane. how can this be done?

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Almas Mahfooz 11,003 User Group Leader on at

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RE: remove module from navigation view

replace user name with yours and check which roles have financial task assigned for the user.

select --a.INTERID,a.CMPANYID,a.CMPNYNAM,

b.userid,c.SECURITYROLEID,t.SECURITYTASKID ,z.SECURITYTASKNAME

from DYNAMICS.dbo.SY01500 a

inner join dynamics..SY60100 b on a.CMPANYID=b.CMPANYID

inner join dynamics..SY10500 c on b.CMPANYID=c.CMPANYID and c.USERID=b.USERID

inner join DYNAMICS..SY10600 t on c.SECURITYROLEID= t.SECURITYROLEID

inner join DYNAMICS..SY09000 z on t.SECURITYTASKID=z.SECURITYTASKID

where t.SECURITYTASKID like 'TRX_FIN_00%' and

b.userid='almas'
Suggested answer

Angel Nuñez on at

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RE: remove module from navigation view

In fact there is a way. Edit the DEFAULTUSER security task, Category=System, Product=MS Dynamics GP, Type=Windows, Series=System. Look for Navigation Pane Options and uncheck. Remove this task from the user security, log in as the user and uncheck Financial from the Navigation Pane Options. Last step is add the DEFAULUSER security task back to the user security.
scottmik 80 on at

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RE: remove module from navigation view

Thanks, I'm aware of doing it that way. I was hoping for a way to remove it that the user couldn't undo.
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Angel Nuñez on at

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RE: remove module from navigation view

Scottmik, you can accomplish this by going all the way down to the navigation pane on the left and click on the small arrow pointing to the left, then choose Navigation Pane Options. From there you can uncheck the Financial module but this is something the use can easily undo.
scottmik 80 on at

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RE: remove module from navigation view

I looked at one of the users and those tasks are not currently associated to the role but they can still see the "financial" menu in the navigation pane on the left.
They do not have access to anything financial but I was hoping to remove it from the navigation pane without the user having to do it themselves.
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Almas Mahfooz 11,003 User Group Leader on at

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RE: remove module from navigation view

Make sure your users ( you don't want them to see financial menu) should not assigned any role having the financial menu task. the encircled task must be unmark for the role.