Using Activity Tracking to Resolve Security Access Issues in Dynamics GP 10
There are several uses for Activity Tracking in Dynamics GP 10. One of the uses is to find out if users are trying to access features of GP that should be locked out. Here’s an additional use for it.
Sometimes, a user needs access to a particular menu option or report in Dynamics GP, but you can’t quite figure out what the window is called or how to find it in the new task and role security matrix in GP version 10. Granting access to a task in version 10 can be difficult if you don’t know what the window is called or the proper module or third party application.
To narrow down your search, you can use the activity tracking feature in version 10. Here’s a brief example of how it’s done:
To turn on activity tracking for the user, go to the Tools>>System Setup>>Activity Tracking menu option.
Once in Activity Tracking Setup:
- Choose “Access Tracking” as the Activity Type.
- Select Failed Attempts to Access a File, Failed Attempts to Open a Window, and Failed Attempts to Print a Report.
- Select the company or companies where the user is having issues.
- Click OK
Note – the company name below is blanked out on purpose. Your screen should show your companies.
To be sure the Activity Tracking picks up all items the user may fail accessing, have the user log out of Dynamics GP and back in before they continue.
Once they log back into GP, have the user attempt to access the menu option, window, or report that they can’t access due to security restrictions. GP will log the failed attempt, which will give you the name of the option you need to add in the task and role maintenance windows in order to grant access to the user.
The following is an example of the resulting log entry. Note – I have blanked out the company name on purpose, but your company name will show in the results.
This result will tell you the exact GP name of the window or report they cannot access. You can then use this information in the task setup window to grant appropriate access to the option. That is a topic for another blog entry!
IMPORTANT – After you are done, you should turn off the Activity Tracking or else it will continue to build log entries until it is disabled.
Merit Matters takes a look at using Activity Tracking to figure out what task a user needs security permission
Tracked: May 14, 14:49