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Limiting View Rights to Doc Attachments

  • 1.  Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted 12 days ago
    I have been researching options for a client who would like to limit who can see document attachments on things like the Vendor Card.  They have many vendors who use their SS#  as their TIN and do not want all GP users to have access to those attachments.  I am having trouble locating any details.  I know that access to attachments was added to the View Vendor Card - but that is actually the opposite of what is needed.  They will be on the 2018 R2 version soon, so any thoughts on rights to revoke in a role would be much appreciated.

    Thanks
    Dawn
    #Security #GP 2018R2

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    Dawn Schwarz
    Senior Consultant
    Wipfli
    Madison WI
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    Conference-GPUG_200x200


  • 2.  RE: Limiting View Rights to Doc Attachments

    TOP CONTRIBUTOR
    Posted 11 days ago

    You could create second set of GP Security Tasks & Roles without the Document Attach Operations for your Vendor Roles.

    Or investigate the Enhanced Security feature offered by GP Power Tools from Winthrop DC. Using @David Musgrave Deny based security should give you what you need without having to maintain two sets of Tasks and Roles.

    https://winthropdc.wordpress.com/2018/03/07/gppt-gp-power-tools-whats-in-the-administrator-tools-module/

     

    ​​​

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    David Morinello
    Senior Dynamics GP Systems Architect
    Ascend Learning, LLC
    Leawood KS
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    Conference-GPUG_200x200


  • 3.  RE: Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted 11 days ago
    @David Morinello Thank you for the suggestion, part of my issue is I am not sure where users are getting the rights for document attachment :)  I looked at various areas and well as field level security and I am not seeing the document attachment listed.  Do you happen to have any thoughts on what role is currently giving them the rights to view and attach?

    Thanks again and I will review the GP Power Tools as well.​

    Dawn

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    Dawn Schwarz
    Senior Consultant
    Wipfli
    Madison WI
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    Conference-GPUG_200x200


  • 4.  RE: Limiting View Rights to Doc Attachments

    TOP CONTRIBUTOR
    Posted 11 days ago
    At least part of it is coming from the TASK ID DEFAULTUSER
    Default user Task


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    David Morinello
    Senior Dynamics GP Systems Architect
    Ascend Learning, LLC
    Leawood KS
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    Conference-GPUG_200x200


  • 5.  RE: Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Thank you for the follow up.  I was able to limit the access by using field security to just the document attachment in the Vendor Maintenance window, I am going to look to GP Power tools to see if maybe we can't limit the TYPE of attachment by using a naming convention so that something like a W-9 only has rights for certain users.

    Thanks for the input I do appreciate it, it helped get the wheels turning.

    Dawn


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    Dawn Schwarz
    Senior Consultant
    Wipfli
    Madison WI
    ------------------------------

    Conference-GPUG_200x200


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