Thursday, November 15, 2007

GP 10 Security : Excel Sheet which has the roles and tasks in each role

Most people setting up GP 10 security have trouble understanding the in built roles - what tasks are available to each role.

We've generated an excel sheet which has the roles and tasks in each role. It comes in handy as finding out the tasks in each role is difficult right now, as there is no option to view only available tasks. You have to scroll up and down to see which tasks are in a role.

You can download it from here.

I've seen lots of suggestions related to this in the newsgroups, so I guess this should come in a future release.

If any of you would like more details – let me know and I can put out a larger excel sheet.

PS - If you are just about getting started with GP 10 security, or planning an upgrade might be a good idea to listen to Mark Polino's podcast #7 (Listen till the end). Lots of useful information there.


Eric said...

Doesn't look like your excel spreadsheet is still available - anychance of getting a copy of that?

Would really appreciate it.

Jivtesh Singh said...

Yes, what address can I mail you at ?


Anonymous said...

Just found your blog and am digging through this gold mine of information. May I also get this spreadsheet?

eyespi20 at gmail dot com (you can figure it out - you're an IT guy!)



Anonymous said...

Any chance I can get this too? I've been trying to track this down for some time now. This sounds awesome. msuea at yahoo dot com. Thank you and have a great day.

Jivtesh Singh said...


Anonymous said...

I would love to get a copy of the spreadsheet

rgilbert at bfenergy dot com

Anonymous said...

Hello, could you please send me a copy of this spreadsheet? It sounds awesome! ccels at bdo dot ca. Thanks!

Anonymous said...

A copy of the spreadshet would be a great help :)

aceman_heat at hotmail dot com

Anonymous said...

Please send me a copy also.
sirj21 at hotmail dot com

Jivtesh Singh said...

Sent to all that requested. I've also updated the link, and it should work now!

Anonymous said...

I'm trying to figure out what security tasks I need to add to my securtiy role so that I do not get errors from the following after posting a Component Trx Entry.
Inventory Adjustments Journal
GL Distribution Breakdown Register
IV Cost Variance Report

These 3 reports my security role does not have proper priveledges for. I've already tried adding all the security tasks that start with RPT_ but no luck. I also tried the Security Profiler of the Support Debugging Tool but it was not giving me anything useful... just the name fo the reports which I already knew. Any idea how to discover exactly what security tasks are needed when these priveledge errors come up?

Jivtesh Singh said...

Anonymous :),

In some cases the in built tasks do not cover specific windows/reports - you have to create a new task.

I had written about this here -

Hope that helps,

Anonymous said...

Where can I find the podcast #7 you mentioned from Mark Polino? I did not see the link

Anonymous said...

The link is broken for the download...can you email to john dot brooks at cox dot net?

Shyam said...

Hi Jivetesh,
I am trying to download the excel sheet, but the link is broken. Would appreciate if you could email me the excel sheet.


Thanks so much

Jivtesh Singh said...

Mailed. Please feel free to ask for the sheet while the server is migrated.

Anonymous said...

Could I also get this spreadsheet?

dmorinello at safmt.org

Jivtesh Singh said...


MESP8 said...

Can you mail me the spreadsheet, i have an upgrade pretty soon and this would be a great tool.

Jivtesh Singh said...

You didn't put in your email ID ... You should be able to download it now. Link has been fixed.

Unknown said...

Is there more accounts receivable roles then just AR CLERK. I don't see any role that can do posting

Unknown said...


I need to give post employee expense to one of my users. Please let me know which task I shold give access to him.

I have given PA EXPENSE CLERK* role access but he is not able to post expense. He is getting message :"You do not have access to post transaction".

Please let me know if you which task I should use to post transaction.


Anonymous said...

This is great. I was wondering if you had a way to determine which roles are incompatible with each other. More of a Segregation of Duties type Matrix.

If so, could you please send it to me? Thank You So Much...


Mike said...

I would also like a copy of this spreadsheet.

Also...I would like to create a Role which only has the ability to change user passwords. While I have been able to limit access to just the user setup window, the role i have defined is not able to save the changes made. Do you have anything outlining what specific tasks are necessary to perform this function?

thank you for any help,

Mike dot Metzler at desertschools dot org

Anonymous said...

Mike, not sure if you are still looking for your answer, but check out this post:
and this post
Read the comments in the first post for a caveat of the second one.