Field Level Security. Experience Kurt Quiggle: GP Solution Architect/Project Manager Microsoft Certified Trainer Worked with the Microsoft Dynamics.

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Presentation transcript:

Field Level Security

Experience Kurt Quiggle: GP Solution Architect/Project Manager Microsoft Certified Trainer Worked with the Microsoft Dynamics GP products for 13 years and has specialized in the area of Implementation, Project Management and Technical Consulting Focused experience in Distributions, General Ledger, Sales Order, Report Writer, Payroll, and SQL Server Managed 20+ Accounting and CRM implementations Worked on well over 100 installs, upgrades and implementations

Agenda What is Field Level Security Security Modes Examples / Demonstration Where to get more information Who Owns Field Level Security

What is Field Level Security? Field level security restricts access to any field, window, or form in Microsoft Dynamics GP Field level security allows you to apply a password, or to make a window or form unavailable Field level security allows you to hide, lock or apply passwords to fields

Two Windows

Security Modes You can select the following security modes from the Field Level Security Maintenance window to give security to fields, forms, or windows. Password Before - You must enter a password before getting access to a field. Password After - You must enter a password after modifying a field for the changes to be saved. Warning Before - A warning will be displayed and access to that field will be denied. Lock Field - You can’t use or modify the field. Disable Field - The field will be displayed but it will not be available. Hide Field - The field won’t be displayed. Password Window - You must to enter a password before access to the window is permitted. Disable Window - Enter the system administrator’s password to have access to the window. Password Form - Users or classes must enter the correct password before access to the form is permitted. Disable Form - You must enter the system administrator’s password to modify the form.

Where to get more information F1 Contextual Help Chapter 7 of the System Setup Printable Manual, (page 43)

Q & A Are you using CustomerSource? If you are not using or you have additional questions regarding CustomerSource please