Assign Mekorma Security Tasks/ Roles

Task-Based Security utilizes Dynamics GP System Security.  Administrators must assign users the ability to authorize and/ or approve payments by adding the appropriate Security Roles and Task IDs to an individual’s GP User Security settings.

For your convenience, Mekorma has created six security Role IDs that are tied by default to their corresponding Task IDs. You are not required to use the Mekorma Security Roles/ Task IDs, but it creates one less step if you choose to do so. Otherwise, you must also assign the Task ID you will be using for security setup to a Security Role, which then is assigned to an Approver / Authorizer.

!Please note, the PowerUser Role is not sufficient to designate a GP User as an Approver/ Authorizer; PowerUsers must also be assigned a Mekorma Security Role in order to perform those functions.

Mekorma Approver Roles Level 1 – 5

Mekorma Batch Authorizer Role

Mekorma Approver Task Level 1 – 5

Mekorma Batch Authorizer Task

*To assign the Roles, access the GP User Security window by following this path: GP Administration module > Tools > Setup > System > User Security

1. Open the GP User Security window.

2. Choose the User, the appropriate company (Fabrikam), and the correct Role ID to ensure that the user is able to perform the corresponding security task.

3. The associated Task IDs can be used to configure the desired authorization or approval workflow.