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By popular demand, the Self Service User Type has been added with the release of Microsoft Dynamics GP 2015 R2!!! This was created for users who require very limited access to the system. It is a less expensive option which enables users to perform tasks such as entering payroll time, entering project time and expenses, and/or creating a purchase requisition.
The Self Service User Type has been added to the User Setup window with the release of Microsoft Dynamics GP 2015 R2. Open the User setup window by clicking on the Administration area pane, select Setup, and then click User under System:
The following steps can be used to assign the Self Service User Type to a new or existing user:
Note: The POWERUSER role must be unmarked in the User Security Setup window prior to assigning the Self Service User Type.
If POWERUSER is marked in the User Security Setup window in association with the user in question: When you change that user to the Self Service user type, the following error will occur prompting you to 'unmark' the POWERUSER role:
Click HERE for more more detailed information regarding additional windows and reports updated to accommodate the Self Service User Type.
Self Service Users may have access to the following Self Service features (depending on security access granted):
Features Added in Microsoft Dynamics GP 2013 R2:
Features Added with Microsoft Dynamics GP 2015:
Feature Added with Microsoft Dynamics GP 2015 R2:
The Self Service User Type was available for purchase before it was implemented into the product with the release of Microsoft Dynamics GP 2015 R2.
Before 2015 R2, Self Service users were set up as Limited users with the understanding these users would only have access to the ESS Security Roles and Tasks.
With the Release of Microsoft Dynamics GP 2015 R2, Self Service users originally created as Limited users can be switched to the Self Service user type appropriately.
Click on the following link: UpdateESSUserType.sql to download the script that can be used to update the 'User Type' for Self Service users originally created as Limited users to the Self Service User Type in mass.
The UpdateESSUserType.sql script will update all users who meet the following criteria to the Self Service User Type in Microsoft Dynamics GP 2015 R2 and above:
ESS EMPLOYEE MANAGER*
ESS PURCHASE REQUESTER*
ESS PTE EMPLOYEE*
IMPORTANT to know prior to utilizing the UpdateESSUserType.sql script:
Click HERE for more detailed information about the Self Service User Type AND other New Systems Features in Microsoft Dynamics GP 2015 R2 and a VIDEO!
Click HERE to view the GP 2015 R2 New Features blog schedule!! Lots of COOL new features to see!!
As always, keep up to date on what you need to know with our Microsoft Dynamics GP Blogs!
Andrea - Security associated with the Self-Service User type appears to be overly restrictive. For example - created ESS users who will work with requisitions. I have assigned the Selef-service user type and appropriate ESS security roles. They will not use Time Cards or Project Time & Expense, yet these appear on their home screen and can't be removed as they don't have access to the 'Customize Home Screen' link. Also, they have access to the Purchase Requisition Inquiry window, but not the Redisplay or Find button in the window, so they can't choose a range or make other selections as they don't have the ability to refresh the window.
Andrea - Is there a way for a PowerUser or a Self Service User to change his/her default home page? I have a user who selected the Basic Home Page, so they are not seeing the relevant links. I believe they should have selected the Self Service home page, but we can't find a way to change that. Thanks in advance.
We have a client that is trying to use Self-Service Users with GP2015 and not GP2015 R2. In GP2015(RTM) you are not able to assign users as self-Service users. Is there a way to convert Self-Service users to limited users? I am only assigning these users to the ESS PTE EMPLOYEE role. I am not able to login as one of these users.