Taking Microsoft Dynamics GP Beyond the Security Scramble



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About Mark Polino

Mark Polino is a Microsoft MVP for Dynamics GP and the Director of Client Services for Fastpath. He is author or coauthor of five books on Microsoft Dynamics GP. Mark has been working with Dynamics GP and its predecessors since 1999. He is a Florida licensed CPA and holds an MBA from Rollins College.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013Mark's new book, Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013, is available now.





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GP Security

I have a problem with Role Centred Security as a concept...

Not every organisation has the segregation of duties implied by roles and some employees do bits of one and parts of another. Tailoring access to the parts of the system that specific users need and the functions they are allowed to perform is a nightmare.

Security Matrix

I agree that the out of the box security from Microrost is a nightmare, and very difficult to manage with. To resolve this, I have developed a security matrix that is designed to ease the management of security for GP, and enhances Segregation of Duties.
For each of the modules , GL, AP, AR, etc there is are about a dozen tasks such as (for GL):

Create GL Account
Create/Edit JE
Post JE,
View GL information
Year End close,

For AP would be
Create/edit vendor
Create AP transaction
Post AP transaction

There are 10 to 20 roles defined such as GL Accountant, Senior Accountant, Controller, AP clerk, etc. The above tasks are assigned as appropriate to these roles.
So in one Excel workbook and the roles and assigned tasks can be seen and managed

The big effort was to assign all the operations (windows/reports) to the above tasks, and to test and validate them. I also have VBA/Excel code that will import the operations/tasks/roles and export the security tables.

Email me if you want more information.


Security Matrix


I would be interested in more information about your efforts to identify and assign the operations, testing and validation.

We recently upgraded to GP2013 and I think this would be a good time to re-visit our internal GP security architecture.

Thank you,

Joanne Herzog