User Security Role

New to GP

How can I determine what security role a user should be to gain access to a certain feature or screen of GP?

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  • The security roles which are available "out of the box" are intended to provide a starting point for learning the security module and supporting the creation of security roles which meet your business needs.

    Having said that, you will eventually need to be able to investigate and fine tune your security roles to accommodate the access needs of your users. In the past, I've relied on the Support Debugging Tool created by David Musgrave (free download) to help identify the report / form name to be assigned in the security role setup. The free version will only work with version up to GP 2013 R2, if you are on a later version you will need to purchase the utility from Winthrop Development Consultants (product name is GP Power Tools Portal).

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