SQL Script for Account Level Security - Developing for Dynamics GP - Site Home - MSDN Blogs

In his first article as a Microsoft employee, Sivakumar shows off a SQL Script for Account Level Security

Account Level Security and Creating New GL Accounts | | Interesting Findings & Knowledge Sharing

Sivakumar looks at Account Level Security and Creating New GL Accounts. What could go wrong?

Dynamics GP Land: Reporting Puzzle (1 of 2)- Dynamics GP SQL Financial Trial Balances

In the first of two reporting puzzles, Christina Phillips looks at fun with SSRS and Financial Trial Balances.

“Three words. Account. Level. Security.” I almost spit my drink across the room when I read that. It would have been a waste of perfectly good Diet Mountain Dew.

Dynamics GP Land: Account Level Security and Advanced Search, Uh-Oh

Christina Phillips looks at disconnects in Account Level Security and Advanced Search. I agree with Christina that this is a problem but for different reasons.

I’ve personally never seen a business where the descriptions of an account in the chart were so sensitive that users couldn’t see them. In most cases, the descriptions aren’t descriptive enough not to mention so descriptive that they would cause concern. The problem I have is that the message returned is that the account doesn’t exist, when clearly, it exists, the user is just denied access.

This is similar to the problem that happens when user accidently turn on advanced security. It appears that the account don’t exist instead of indicating that security is restricted. Check out the whole article for details.

Account Level Security Setup

Mohammad Daoud has a great look at setting up Account Level Security. The only addition I would make is to turn on the Account Level Security checkbox last if you are doing this in a production environment. If you don’t, the chart of accounts disappears for all user not yet setup with Account Level Security. It’s rough on the career.

SQL View to Show Dynamics GP Security

Ooooooh! Victoria Yudin has SQL code to show security roles and tasks in Dynamics GP 10. Suweeet!

Weekly Dynamic: Account Security

I got bit by an old bug recently. To be fair, it's not a bug, it really is a feature, but that didn't make the bite feel any better and "bit by a feature" is a confusing metaphor.
If you accidentally turn on "Account Security" in the Company->Company setup window all kinds of mayhem ensues.
See, account security is designed to work with the Organizational Structure feature to limit access to certain accounts. The idea behind this is that some organizations have a very complex account structure and it makes picking the right account easier if you limit a department to only be able to see their own accounts. But if you haven't setup Organizational Structures (a pretty common occurrence), turning on Account Security will wipe out everyone's ability to see and interact with the chart of accounts.
Oops. It sounds like a good thing to turn on. I had this happen at a client recently and was stumped as to what had changed. I remember this scenario but it had been a long time. The client is new to GP and so they are not sophisticated enough to have found and turned off security to the Chart tables in GP10. Heck, I'm not sure if I could find that without some digging in Version 10, I certainly couldn't stumble across that accidentally.
A quick trip to Partnersource reminded me of this issue and a checkbox later, we were good to go. We didn't have audit trails on yet so I'm not sure (nor do I really care) who turned it on but we'll be adding that to the audit trail list.