Grant Access to Mekorma Windows and Reports

Mekorma Payment Hub Security Tasks and Roles

As per standard practice for Dynamics GP, your AP team will need to have security access to both the standard GP windows/reports and the Mekorma windows/reports based on their roles.

Mekorma Payment Hub supports Dynamics GP’s role-based security model by providing pre-configured security roles that are automatically created when Mekorma Payment Hub is installed. A new user does not have access to any third-party windows and reports in Dynamics GP unless they are assigned for that security role. This means that Mekorma Payment Hub is not accessible for a newly created user.

For a non- administrator user to have access to Mekorma Payment Hub windows and reports, a Security Task containing access to Mekorma Payment Hub windows must be created and eventually assigned to the user.

To assist users in setting security access to Mekorma Payment Hub windows, 17 roles and 20 security tasks have been created. Users can select the applicable Mekorma security role (containing the security tasks) and assign it to the desired user. Each time a user logs into a Dynamics GP company, Mekorma Payment Hub runs a check for existing Mekorma Payment Hub roles. If any of the six roles are missing, the program recreates all of the security roles and tasks.

*For information in setting up Dynamics GP security roles and tasks, please refer to SecurityPlanning.pdf located in the Documentation folder of your Dynamics GP directory.

In Dynamics GP, security tasks are assigned to security roles. Mekorma Payment Hub provides security tasks containing sets of related Mekorma Payment Hub windows and reports. The Mekorma Payment Hub security tasks are assigned to a Mekorma Payment Hub security role, and then the role is assigned to a user.

Reviewing the Mekorma Security Tasks

To view the Mekorma Payment Hub windows associated with a specific Mekorma Payment Hub security task you can print a standard Dynamics GP report:

1. Open the Security Reports window (Administrative Area Page > Reports > System > Security).
   

2. Choose the Security Task Setup report and click New.

3. The list of Mekorma security tasks start with the letters MEK. To see a complete list of tasks provided with the system, insert the range from MEK to N in the report.

4. Print the report or save it to a file to import into Excel.
   

Here are the names of the security tasks. On the report you will be able to see what windows and reports are assigned to each task:

• MEKORMA MEEP ADMIN
• MEKORMA MEEP CLERK
• MEKORMA MEEP VCARD INV
• MEKORMA MICR ADMIN
• MEKORMA MICR BATCH RECOVE
• MEKORMA MICR EZADDS SETP
• MEKORMA MICR PM APPROVAL
• MEKORMA MICR PM BLNK CHK
• MEKORMA MICR PM CHK SETP
• MEKORMA MICR PM REQUEST
• MEKORMA MICR POWER USER
• MEKORMA MICR REGISTRATION
• MEKORMA MICR SETUP
• MEKORMA MICR SIG SETP
• MEKORMA MICR SUPPORT REQS
• MEKORMA MICR TEST CHECK
• MEKORMA MICR UPR BLNK CHK
• MEKORMA MICR UPR CHK SETP
• MEKORMA REGISTRATION
• MEKORMA TABLE MAINTENANCE
• MEKORMA_BATCH_AUTHORIZER
• MEM CONNECTOR PAYABLES
• MICR VENDOR CLASS SECURIT
• MICR_APPROVER1
• MICR_APPROVER2
• MMM ACTION ADMIN
• MMM ACTION SETUP
• MMM ACTION USER*
  

You will also see the following Security Tasks—these are used to assign Approval permissions to your users but not for access to any Dynamics GP or Mekorma Payment Hub windows. For more information about this, see Assign Mekorma Security Roles and Tasks:

• MEKORMA_APROVER_LEVEL_1
• MEKORMA_APROVER_LEVEL_2
• MEKORMA_APROVER_LEVEL_3
• MEKORMA_APROVER_LEVEL_4
• MEKORMA_APROVER_LEVEL_5
• MEKORMA_BATCH_AUTHORIZER
  

Reviewing the Mekorma Security Roles

To review Mekorma Payment Hub roles, use the same Dynamics window. Simply change the report to Security Role Setup and choose similar report options.

Here are the names of the security roles. On the report you will be able to see what tasks are assigned to each role:

• MEKORMA MEEP ADMIN
• MEKORMA MEEP CLERK
• MEKORMA MEEP POWER
• MEKORMA MEEP VCARD INV
• MEKORMA MICR ADMIN
• MEKORMA MICR PM APPROVER
• MEKORMA MICR PM CLERK
• MEKORMA MICR PM MNGR
• MEKORMA MICR PM REQUESTER
• MEKORMA MICR POWER USER
• MEKORMA MICR UPR CLERK
• MEKORMA MICR UPR MNGR
• MEKORMA PRODUCTS
• MEM CONNECTOR PAYABLES
• MMM ACTION ADMIN
• MMM ACTION SETUP
• MMM ACTION USER

!Mekorma has developed Security tasks and roles using our best judgement but it is important for you to reflect on whether these choices meet your companies policies. Our Customer Success Team is available to do a policy audit with you and ensure that you use the correct role settings.