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Security is broken down into the following components: Image Removed

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Creating, copying, and modifying security tasks

You can create new security tasks, edit existing security tasktasks, as well as the ability to copy an existing security task into a new or existing security task.

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1. Choose Microsoft Dynamics GP > Tools > Setup > System > Security Tasks. The Security Task Setup window opens.
2. Create a Task ID and assign it to a Category; for example, you may decide to categorize tasks associated with Signature as Other.
3. Fill in a Task Name and Description. The Task Name, along with the Task ID and Category, populates in the Task ID Lookup window; you may want these fields to provide a general description of the task.
4. To assign access to Signature operations, choose sort criteria from the following drop-down menus:
   • Product
     Choose the product to which the operation belongs, in this case, Signature Products.
   • Type
     Choose the type of operation to which you are assigning access, for example, Windows or Reports.
   • Series
     Choose the series under which you would find the operation, for example, Sales or Financial. Most operations for Signature products are found under the 3rd Party series.
5. A list of operations populates in the Access List scrolling window. Mark the check box next to the operations that someone performing this task must access. You can toggle between different Products, Types, and Series without losing the selections you have marked. You can also Mark All or Unmark All.
6. Choose Save when you are done. The Print Operation Access button on this window is reserved for future use. After you complete the security setup, this button will allow you to view a list of users that have access to each operation.

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1. Choose Microsoft Dynamics GP > Tools > Setup > System > Security Tasks. The Security Task Setup window opens.
2. Enter a Task ID, Task Name, and Task Description for the new task. You may decide to use the name of an existing task, without the asterisk *.
3. Choose Copy. The Copy Security Task window opens.
4. Use the lookup window to choose the name of the task you want to copy information from, then choose OK. In the Security Task Setup window, your new task has been created with the same information as the existing task you copied from.
5. Make any modifications you want, and choose Save.

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We recommend that, if you are going to alter any of the tasks provided by Signature, you copy the ID and make changes to the copy, to prevent losing your modifications when you update to future product versions.

Creating, copying, and modifying security roles

You can create new security roles, edit existing security roles, as well as the ability to copy an existing security role into a new or existing security role.

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To save time, you can copy all security tasks from an existing security role into to the role that you are about to create or to an existing role.

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1. Choose Microsoft Dynamics GP > Tools > Setup > System > Alternate/Modified Forms and Reports. The Alternate/Modified Forms and Reports window opens.
2. Enter an ID and Description. For example, if you are setting up access to Microsoft Dynamics GP windows, you may create the ID DYNAMICSUSER; to set up access to windows modified by Signature, SIGNATUREUSER.
3. Select Signature Products from the Product drop-down menu. You can also view forms and reports for All Products.
4. From the Type drop-down menu, choose Windows. A tree-view list displays in the scrolling window.
5. Expand the Sales series to view the list of Sales windows modified by Signature.
   • If the user is a Service Management user, mark the Signature Products radio button for each Sales window.
   • If the user is a Job Cost only user, mark the Signature Products radio button for every Sales window except Customer Address Maintenance, Customer Class Setup, and Customer Maintenance.
6. Expand the Financial series, and mark the Signature Products radio button for each window. This allows GL entry transactions for jobs and service calls.

   Expand the Purchasing series, and mark the radio buttons per the following table:

   To allow this:	Mark the Signature Products radio button next to:
   Creating purchase orders (PO) with Signature items.	Purchase Order Entry Purchasing Item Detail Entry
   Viewing Signature items in PO inquiry zoom windows.	Purchase Order Inquiry Zoom Purchasing Item Detail Inquiry Zoom
   Entering PO receivings for Signature items.	Receivings Transaction Entry Receivings Item Detail Entry
   Viewing Signature items in PO receivings inquiry zoom windows.	Receivings Transaction Inquiry Zoom Receivings Item Detail Inquiry Zoom
   Entering invoice matchings to PO with Signature items.	Purchasing Invoice Entry Purchasing Invoice Item Tax Detail Entry Match Shipments to Invoice
   Viewing Signature items in PO invoice inquiry zoom windows.	Purchasing Invoice Inquiry Zoom Purchasing Invoice Item Tax Detail Inquiry Zoom Match Shipments to Invoice Inquiry Zoom
   Entering payables transactions to jobs and service calls.	Payables Transaction Entry Distribution
   Viewing Signature items in payables zoom windows.	Payables Distribution Zoom Payables Transaction Entry Zoom

7. Expand the Inventory and Payroll series, and mark the Signature Products radio button for each window.
8. Go back to the Type drop-down menu and choose Reports. A tree-view list displays in the scrolling window.
9. Expand each series and report, and mark the Signature Products radio button next to each report.
10. Choose Save when you are done.

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