Mekorma Payment Hub secure approval workflow is an integral part of the requestor’s and approver’s experience. Each approver user must have an account set up in Dynamics GP, with access to the companies where they will be approving, whether they will be logging into Dynamics GP or not.

Approvers must also be assigned to security thresholds that will indicate their approval amount limits. For additional information on task-based security visit Mekorma’s online user guide.

After the approver accounts have been created and access has been granted, you must map the approver user’s Active Directory account to Dynamics GP logins.

Setting up Users in Microsoft Dynamics GP

To set up approvers in Dynamics GP, follow the instructions provided in the Dynamics GP System Setup manual, Part 2: User Setup, Chapter 5, “User records”.

Granting Users Access in Microsoft Dynamics GP

Access to companies is required for Mobile Workflows to determine which companies to display to approvers.

To grant an approver user with access to a Dynamics GP company, follow the instructions provided in the Dynamics GP System Setup manual, Part 2: User Setup, Chapter 6: “Security”. Use the Setting company access topic.

Last modified: March 27, 2025

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