Security Model Options

Mekorma users can choose between two working security models, if more than the standard GP option is desired. In addition to the below descriptions, please see here for a detailed list of features and how they compare.

Mekorma Task-Based Security

Available in build x76 and later, Task-Based security offers more flexibility in threshold level configurations than our historical Legacy model. Task-Based security integrates with the existing Microsoft Dynamics GP security model by allowing administrators to manage multi-level approval thresholds with standard application security tasks and roles. This model provides two ways to handle the approval process:

• Secure Approval Workflow: Secure your payables batches. Users can request approvals
• Authorization: Works with U.S./Canadian payroll batches.
• Signature Logic only can also be configured, allowing default signatures to print based on customized threshold levels. Approval workflow or Authorization does not need to be configured in that case.

*Task-Based security includes an Out-of-Office feature that is not available in our Legacy Model configuration.

Mekorma Legacy Security

Legacy security is the model Mekorma users have employed for builds previous to x76. It is still an option for all users and offers security by:

• User ID
• Checkbook ID
• Default GP security

!Existing Mekorma customers will inherit their Legacy settings upon upgrade to build x76 or later. For first-time installations of Mekorma build x76 or later, Task-Based security will be the default setting. However, it is possible to choose either model from within the Security Setup window.

!Please note that for Enhanced Electronic Payments customers who want to use Mekorma security, you MUST configure secure approval workflow in either the Legacy or Task-Based models so that payments are approved before sending to the ePayment service. If you have Legacy Checkbook ID or Task-Based Authorizations set up, payments can be sent for processing to the ePayment service without going through an approval process.