Hello,
A user can't access the Vendor Email Options window to change the Message ID for specific Vendors. Does anybody know which security task needs to be selected?
Cards - Purchasing - Vendor - email button, opens Vendor E-mail Options window.
If I change her to a power user, she has access. I've got to be missing something...I can't find any security task to grant access.
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Hi Lisa,
I have seen in certain scenario where some the window's are not assigned the corresponding tasks and role.
So we need to create a custom Role\Task to assign the window. Then you can assign the custom roles to the GP users.
Which GP version you are in?
If you drop me an email at kstevens@rarebirds.ca, we can arrange a call. I'm happy to walk through it with you.
Hi Kimberley, I followed these steps and user still cannot access Vendor Email options.
A user can't access the Vendor Email Options window to change the Message ID for specific Vendors. Does anybody know which security task needs to be selected?
Cards - Purchasing - Vendor - email button, opens Vendor E-mail Options window.
If I change her to a power user, she has access. I've got to be missing something...I can't find any security task to grant access.
AZlocki,
It is not sufficient to use the predefined tasks within GP as they do not include the required items. You must either add a task with new items, or add items to an existing task. If the Email Options window is all you need, then you need to add the "Email Options" window within whatever task you choose. In my example on April 1st, I added a new task called "EMAIL" to accomplish this. I then added this task to the "AP CLERK" role. It's generally considered good practice to create new tasks rather than editing existing tasks. However, the other option is to simply add this window to the task "CARD_0301" as follows:
Microsoft Dynamics GP > Tools > Setup > System > Security Task, Select "CARD_0301*", Product: Microsoft Dynamics GP, Type: Windows, Series: Company. Scroll down to "Email Options" and check it. Save and close. Have the user log out of GP and back in to ensure that the changes take effect.
I hope this helps!
Kimberley
I have tried all the suggested replies and I still cannot access this Vendor email options window option. The user has access to CARD_0301 which includes : Vendor Maintenance, Internet Information. still cannot access.
Right, I would agree that there is no separate Email Option task that is specific to vendors, but this is the same situation with the Internet Information window. There is only one task (under MD GP > Windows > Company). However, that task just happens to be included in CARD_0301, whereas the Email Option task does not.
A user who only has access to Purchasing and not Sales, can still click on the drop-down within the Internet Information window to select Customers, and can edit the Internet Information for customers as well. I guess it's just a matter of whether a user would know to try this, and/or if there is any harm in it. In our case, we didn't care if they had this access or not, so we just made the EMAIL task that I created to all relevant roles (AR Clerk, AP Clerk, etc).
Also note that if you only have the Email Option selected (as is the case with the Default User task), this will give you access to the Vendor Email Options screen, but it will not allow you to use the Message ID lookup in order to change the Message ID within that screen.
Kimberley thanks for the update.Your are correct, I was thinking on Vendor Internet Information window. Now I have tested and confirmed. Email Option window available is not available in the task id CARD_0301.
Email Option window is coming under the task Default User. But, i don't think Email Option and Vendor Email Option both are same. Because, I have created a task id with only access to the vendor maintenance window and assigned it to a user. But this user able to access the Vendor Email Option window. So, I guess there is no separate task available for access Vendor Email Option window. This is coming under with Vendor Maintenance.
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