Can different "groups" of employees see info pertaining to their group?

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Posted on by Jeannette Coty

Hi-- Is there a way to have employees in different "groups" see only what pertains to the grouping they are in when they log into the portal? I have a customer with 3 very distinctive categories, or groupings of employees. They are going to use the Employee Self Service via the Business Portal while on GP 2013. They want to limit what the employee sees/has access to in the portal; not only in the Emp SS, but, upon login to the company page, etc. For instance, if the employee wanted to look at pdf. documents the company has posted, they would only see the documents pertaining to their grouping.

If there is no way to do this via the "Portal", is there a way to do this via SharePoint? If not, the customer would be willing to upgrade to GP2015 if the Web Client would provide this capability.

Thank you for any suggestions!!

Jeannette

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babubaskaran@outloo... 12 on at

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Hi Jeannette,

Please have a look at the following.

www.fmtconsultants.com/.../new-hr-and-payroll-employee-self-service-features-in-microsoft-dynamics-gp-2015

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Jeannette Coty on at

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Thank you Babu.

That is great information on the Employee Self Serv features in GP2015, however, it isn't exactly what I am looking for. The customer needs to limit employees to what they see from the time they login to the portal or webclient. From replies on other forums, it appears that this is not possible. The customer needs to make a decision soon, as to whether to pay for Self Service Users in GP2015 or stay with GP2013 with free Business Portal Users.

Take care,

Jeannette

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Bill Campbell 12 on at

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Jeannette, just wondering if you solved this or not.

I am struggling with a similar issue and we are trying different options with the folder or share security - but that is a bit out of my scope - we have a SharePoint tech (on client side) that seems to think this is a solution.

Have you solved it for your client? If so, I would be interested in knowing what you did.

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Jeannette Coty on at

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Hi Bill,

No, I have not solved this. By the responses I have received from other consultants and from Microsoft, it doesn't appear that this can be done. Or, that it could possibly be done, but, with a lot of effort. My customer has decided to upgrade to GP2015 and use the Self Service in it, even though it won't give them the functionality of restricting 'groups' of employees to certain things, either. They will have to change their processes, unfortunately. Good luck and please let me know if you find out anything, otherwise!

Jeannette

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Bill Campbell 12 on at

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I will keep in touch as we are also looking to move forward with the GP2015 implementation the therefore the migration off of BP and into the Core application.

I will keep a bookmark on this.

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TSMurphy 372 on at

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In general, SharePoint security is handled by security groups and GP Business Portal is built around the SP framework. There are groups created from the GP Business Portal to assign users so they can view certain tabs (pages). When assigning permissions to a folder, you can get granular to the point of each file but that's a lot of overhead. Best to either create a separate page for the group or separate folder.

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Jeannette Coty on at

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Thanks, Timothy. I really appreciate it.

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Beat Bucher GP Gee... 28,058 Moderator on at

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Hi Jeannette,

I remember that discussion a while back in the GPUG forum... Maybe there is way to handle this thru the Employee Class ID in GP and the workflow options in GP 2015 ? I've not installed and looked at 2015 yet, but WF and built-in SS portal has been much touted by Microsoft... I don't think SharePoint is a real option, unless you're ready to spend a lot of time in managing the security roles and SP sites for the various employee groups. We have both SharePoint enterprise and Business Portal. .. BP does not offer that granularity out of the box, not the way it was built..

What exactly is the type of information the employees need to access ? will it be read-only or do they need to be able to enter data in GP ? if it's read-only, then you may be able to get away with SSRS or Excel reports filtered by using the Employee Class-ID.

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