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Microsoft Dynamics GP (Archived)

Restricting GL accounts View

Posted on by 1,750

How do i restrict veiwing rights to GL accounts?

I would like to restrict a group of users to view only gl accounts that relates to them.

*This post is locked for comments

  • Ozle Profile Picture
    Ozle 1,750 on at
    Re: Re: Restricting GL accounts View

    Mark,

    I dont have Account Security, so i dont believe i can do the organsational assignment.

    Can you confirm for me, should i setup this restriction, will other users be able to view batches that they have no gl access to?

    For example should i post a payables batch using transactions that i am only able to view, can another user other than a power user, post my batch even though they have no access to the gl accounts that i have access to?

  • Ozle Profile Picture
    Ozle 1,750 on at
    Re: Re: Restricting GL accounts View

    Thanks Mark,

    I have tested the resolution & it it working.

    Thank you very Much.

  • mpolino Profile Picture
    mpolino on at
    Re: Restricting GL accounts View

    Start by setting up Organizational Structures which define how your company is setup around the chart of accounts. User Classes are attached to an organizational structure. This ties a user class to a set of accounts based on the structure. Then turn on Account Security in Setup->Company->Company.

    If you turn on account security without setting up Organizational Structures, no one has access to the chart and it will look like the chart has been wiped out.

     

    Mark

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