Job Cost uses the Microsoft Dynamics GP security functions for window- and report-level access. In addition to Microsoft Dynamics GP security, Job Cost provides password protection for certain functions based on a security level that is granted to each user. The purpose of Job Cost security is the ability to change passwords for specific functions based on security level.

Setting up security in Job Cost involves the following:

Step 1: Enter a System Password

You can either accept the default password or enter a new password to access Job Cost security functions.

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Security Setup > System Password.
2. Enter the default system password of "access" and select OK.
3. Enter a new system password.
4. Select Save.

Step 2: Select Functions to Password Protect

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Security Setup >Password Setup.

2. Enter the system password and select OK. 

   Note
   Some functions are marked by default and cannot be changed.

3. Use the drop-down list in the Password Setup window to view only those items in a specific functional area, such as Job Status or Job Maintenance.
4. Select the functions that require password-protection.
5. Select OK to close the window.

...

• Print Reports
  Allows access to Job Cost Reports menu.
• Access Utilities
  Allows opening Job Cost utilities.
• Job Cost Routines
  Allows access to Job Cost routines.
• Access Setup Options Menu
  Allows access to Job Cost Setup menu.

Step 3: Create Security Levels

You can set up different security levels to assign to individuals. For example, an "administrative clerk" level might have access only to data entry windows or functions, but a "supervisor" level might have access to every window and function.

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Security Setup > Security Levels.
2. Enter the system password and select OK.
3. Enter a Security Level and Description.
4. Select Save.

Step 4: Set up a Password Profile

For each security level, you can define a password profile for individual functions. You can accept the default password for all functions, enter individual passwords for the functions, or enter a password for an individual functional area.

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Security Setup > Password Profile.
2. Enter the system password and select OK.
3. Enter an existing Security Level.
4. Select a functional area from the Password Function Group drop-down list.
5. You can change all the passwords for an entire functional area or for individual functions.
   • For functional area: Enter the new password in the Default Password field and select Apply All. All the passwords for that group change in the Password column.

   • For individual functions: Enter the new password in the Password column for an individual function. 

     Note
     All passwords must be UPPERCASE.

6. Close the Password Profile Setup window for the changes to take effect.

Step 5: Create a User Profile

The User Profile Setup window is used to assign each user ID to a security level. You can set up a one-to-one relationship between the Microsoft Dynamics GP user ID and the Job Cost employee ID.
Depending on the restriction chosen, the user can view payroll information for all employees, only those for which the employee is assigned as project manager, or for no employees.

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