1. Navigating GP Security

2. Navigating GP Security
Presented by
Victor Desveaux
Tim Robinson

3. The Importance of Being Secure
Internal vs External
Functionality now, review later
Proactive vs Reactive
Security Plans & Processes
Internal
Proactive
Control

4. Security Inside GP
System
Company
Account
User
Field

5. GP System Security
System password that gates access to system-level windows
Inquiry, reports, utility, and setup windows
Send Users Message
Security Setup Windows
In GP 2018, you are only prompted once per session
Minimal access

6. Company Security

7. Account Security
Enables organization-level permissions on chart of accounts
Create an organizational structure
Enable security on accounts
Assign account access to segments of your organization

8. User Security
Company Access
Operational Access

9. Operational Access System-level Company-level
Operations assigned to tasks
Tasks assigned to roles
Requires system password
Company-level
Roles assigned to users
Requires system administrator privileged access

10. DEMO – Operational Access

11. Non-Operational GP Security
Alternate/Modified Forms and Reports
Report customization is ubiquitous in GP
Windows can also be modified
Field order when tabbing
Hiding fields
Assigned per company in User Security

12. Non-Operational GP Security
Field Level Security
Disable, hide, and password-protect fields & windows
Not all options work for every field
Assigned per user per company
Can also be assigned to user classes
Does not automatically propagate to new users in the class

13. DEMO – Field Level Security

14. Security Reporting Security setup reports are available
Task, role, user setup
Who changed this?
Answer: someone with system admin credentials
Custom security logging is possible

15. Security Outside of GP Management Reporter
SQL Server Reporting Service reports
Active Directory folder and report access
Honest, I will let Tim speak soon!

16. Management Reporter

17. SSRS Reports

18. Active Directory Security Tips
Clean the Domain Admins Group
Use the least-privilege administrative model
Create role or task-based groups
Avoid breaking inheritance
Have a good backup/recovery plan & test it frequently

19. Questions ?

20. THANK YOU