If you have been following me for any length of time, you will have seen previous posts about permissions either here, in LinkedIn or as articles in MS DynamicsWorld. It has been a real challenge keeping up with the changes in permissions, but I can say that after working them recently with a couple of…
Category: Permissions and Security
Find and review data using Edit in Excel – controversial?
Some may consider this to be a controversial recommendation but hear me out on this one. Giving a user permission to Edit in Excel as a means to find and work with data is a viable option. Not as “scary” as it used to be, Edit in Excel may just be what you need. Hear…
Post to a GL account but not see general ledger entries or account balances
Problem: I need a user to be able to post selecting a GL account in a journal or document, but not see account balances in the chart of accounts, general ledger entries, or any reports on the same data. Solution*: You can limit a user to only seeing and using a GL account and not have access…
