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Electronic Bank Reconciliation - Security Role / Tasks

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Posted on by JGarcia123

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I am trying to identify the Security Roles and Tasks associated with Electronic Bank Reconciliation, but am not finding the right thing. Can anyone point me in the right direction. This is a GP2016 R2 instance.

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Microsoft Dynamics GP

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David Musgrave MVP ... 13,915 Most Valuable Professional on at

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RE: Electronic Bank Reconciliation - Security Role / Tasks

Use GP Power Tools, Security Profiler, Security Information, security Analyzer and Deny based security to solve all your GP security issues.

Available from v12 onwards.

Regards

David
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JGarcia123 1,599 on at

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RE: Electronic Bank Reconciliation - Security Role / Tasks

Hello Lucas,

Appreciate the feedback. Unfortunately the queries from the document were not returning anything.

Instead we just created a new Task for EBR and added that to one of our security roles
Lucas Reuss on at

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RE: Electronic Bank Reconciliation - Security Role / Tasks

Hello JG,

Thank you for your post! I would recommend starting out with the information in Question 4 in the article linked below.

Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010

Question 4 is "What are the steps to find the SECURITYRESIDs for windows and for reports?" Even though the article was written for some of the older versions of Dynamics GP, the steps are the same for setting up the Security Descriptions and using the Display Name of the object or report that you are looking at to find the associated Security information.

Give those steps a try and let me know if you have any questions!

Thank you,