Service Management uses the Microsoft Dynamics GP security functions for window and report access (Microsoft Dynamics GP > Tools > Setup > System > Security).
In addition to Microsoft Dynamics GP security, Service Management provides password protection for certain functions based on a security level that is granted to each user. The core of Service Management security is the ability to change passwords for specific functions based on security level.
Setting up password protection involves the following:
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Choose functions to password protect
Choose Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > Password Setup. Enter the System Administration password.
- Double-click the functions that require password protection.
- Choose OK to save your choices.
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Changing password-protected functions will roll down throughout the system. In other words, always keep functions with assigned password protection marked. |
Create security levels
- Choose Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > Security Levels. Enter the System Administration password.
- Create each security level with a description. Examples of security levels are Dispatcher and Supervisor.
- Choose Save.
Define a password profile
To define a password profile for each security level, choose Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > Password Profile. Enter the System Administration password, and the Password Level Setup window opens.
- Use the lookup to select a security level.
- Choose a Service Management module from the drop-down list. The functions selected for that module appear in the window with the default password "access."
- Enter a new password. Each function in a module can be assigned an individual password by entering one in the scrolling window. You can also enter a new default password and apply it to all functions by choosing the Apply All button.
- Close the window to save your work.
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