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Security is broken down into the following components:

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Creating, copying, and modifying security tasks

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Creating a new security task

1. Choose Select 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 select sort criteria from the following drop-down menus:
   • Product
     Choose Select the product to which the operation belongs, in this case, Signature Products.
   • Type
     Choose Select the type of operation to which you are assigning access, for example, Windows or Reports.
   • Series
     Choose Select 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 checkbox 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 Select 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 Select 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 Select Copy. The Copy Security Task window opens.
4. Use the lookup window to choose select the name of the task you want to copy information from, then choose select 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 select Save.

Modifying existing security tasks

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Creating a new security role

1. Choose Select Microsoft Dynamics GP > Tools > Setup > System > Security Roles. The Security Role Setup window opens.
2. Enter a Role ID, Role Name, and Description. You may decide to create roles based on positions within your company, as shown above; this way, users can be assigned the roles that correspond to their positions.
3. To display a list of tasks in the scrolling window, choose select a Category from the drop-down menu. You can also choose select to view All.
4. Mark the check box checkbox next to each task that you want to associate with this role; any user who is assigned this Role ID will be able to access all the operations assigned to the selected tasks. You can also choose select to Mark All or Unmark All.
5. Choose Select Save.

Copying one security role ID to another

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

Modifying existing roles

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Creating Alternate/Modified Forms and Reports IDs

1. Choose Select 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 select 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 select 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 Select Save when you are done.

Granting security access

Once you have set up security IDs, you can assign users access to Signature products.

1. Choose Select Microsoft Dynamics GP > Tools > Setup > System > User Security. The User Security Setup window opens.
2. Select a User from the lookup window, and choose select a Company from the drop-down menu.
3. A list of Roles populates in the scrolling window. Mark the check box checkbox next to each role you want to assign to this user. This user will have access to all operations assigned to the tasks that these roles contain.
4. Select an Alternate/Modified Forms and Reports ID from the drop-down menu. Each User ID can only be assigned one Alternate/Modified Forms and Reports ID; to grant access to additional alternate windows, you must set up additional User IDs.
5. Choose Select the AFA Reports button to open the Advanced Financial Analysis Reports Security window. Choose Select a Reports Type from the drop-down menu and mark the check box checkbox next to each report you want the user to access. You can also Mark All or Unmark All.
6. Choose Select OK to return to the User Security Setup window.
7. Choose Select Save.