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Flexible Solutions, Inc. – GP Reports Viewer

15

DYNAMICS GP SECURITY

Three Security Tasks and Roles are created by GP Reports Viewer during installation: GPRV ADMIN, GPRV USER and GPRV STATEMENTS:

  • The GPRV ADMIN role and task allow access to all windows in GP Reports Viewer.

  • The GPRV USER role and task allow access only to windows that are used to print and email reports and create report batches.

  • The GPRV STATEMENTS role and task allow access only to the windows needed to print and email customer statements.

The GPRV USER and GPRV STATEMENTS roles are separate so that you can more easily control what users have access to which functionality. For example, you might have 20 users who print reports and need the GPRV USER role, but only 3 of those users need to print or email customer statements.

For more information on what windows are accessible for each role and task, please view the details for these tasks in the Security Task Setup window (GP >>Tools >> Setup >> System >> Security Tasks).

TIP

In a typical GP Reports Viewer installation there are one or two administrators who need access to all GP Reports Viewer windows (GPRV ADMIN role). Usually a GP Reports Viewer end user will only need access to be able to print reports and create batches, so the GPRV USER role can be used for most end users. Only users that need to print/email customer statements need the GPRV STATEMENTS role.

For information regarding controlling access to reports that are set up in GP Reports Viewer, please see the Security Maintenance section.

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