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Limiting View Rights to Doc Attachments

  • 1.  Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted Oct 01, 2019 10:54 AM
    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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  • 2.  RE: Limiting View Rights to Doc Attachments

    TOP CONTRIBUTOR
    Posted Oct 02, 2019 08:46 AM

    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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  • 3.  RE: Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted Oct 02, 2019 04:49 PM
    @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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  • 4.  RE: Limiting View Rights to Doc Attachments

    TOP CONTRIBUTOR
    Posted Oct 02, 2019 04:54 PM
    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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  • 5.  RE: Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted Oct 04, 2019 09:58 AM
    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
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  • 6.  RE: Limiting View Rights to Doc Attachments

    Posted 20 days ago
    did you ever find out exactly which user task allows a user to attach vendor documents when setting up or maintaining a vendor record?


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    Andy Peters
    Director of Financial Systems
    Jacobs Entertainment, Inc.
    GOLDEN CO
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  • 7.  RE: Limiting View Rights to Doc Attachments

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Edited by Gerald Buenafe 20 days ago
    Hi Andy,

    [update]

    The Document Attachment Management window is accessible via the DEFAULTUSER task.



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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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  • 8.  RE: Limiting View Rights to Doc Attachments

    Posted 20 days ago
    Great!  The document attach features were not checked on our DEFAULT_USER task.  I have now set those on and it works great.

    thanks for pointing me in the right direction!

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    Andy Peters
    Director of Financial Systems
    Jacobs Entertainment, Inc.
    GOLDEN CO
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  • 9.  RE: Limiting View Rights to Doc Attachments

    TOP CONTRIBUTOR
    Posted 20 days ago
    a really cool product by GP Elementz is called Enhanced Notes - check this out to see if it will do what you are trying to do.

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    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
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