Configure Security Model

Once you’ve determined which security model you will be using, you must select the appropriate choice in the Security Setup window.

!For first-time installation of Mekorma build x76 or later, Task-Based Security will be set as the default. Existing Mekorma customers will inherit their Legacy settings upon upgrade to build x76 or later.

Select Security Model in the Security Setup Window

*To access the Security Setup Window, go to the Mekorma Area Page > Setup > System > Security Setup

1. Open the Security Setup window.

2. Double-click on the company you would like to configure. This will expand the list of options.

3. Select Task-Based Security or Legacy Security by clicking on the corresponding radio button.

• If Legacy Security is selected, clicking on the Legacy Security hyperlink will open the security configuration window, allowing you to set Passwords by User ID, Checkbook or Standard GP Security (‘None’).
• If Task-Based Security is chosen, clicking on the Task-Based Security hyperlink will take you to the Threshold Maintenance window, where you can configure the Threshold IDs that will later be applied to checkbooks.

4. Click Save. When switching security models, you must log out of Dynamics GP, then log back in for the changes to take effect.

*Please note, if Task-Based Security is selected for all listed GP companies, and you want to switch to Legacy, click Options and then choose Enable Legacy Security Selection from the drop-down.