Microsoft Dynamics GP 2015 R2 - Self Service User Type New Feature!!

By popular demand, the Self Service User Type has been added with the release of Microsoft Dynamics GP 2015 R2!!! This was created for users who require very limited access to the system. It is a less expensive option which enables users to perform tasks such as entering payroll time, entering project time and expenses, and/or creating a purchase requisition.  

The Self Service User Type has been added to the User Setup window with the release of Microsoft Dynamics GP 2015 R2. Open the User setup window by clicking on the Administration area pane, select Setup, and then click User under System:

The following steps can be used to assign the Self Service User Type to a new or existing user:

1. Open the User setup window by clicking on the Administration area pane, select Setup, and then click User under System.
2. Next to User ID enter a new User ID or select an existing User ID.
3. In the User Name field, enter a name for the new user if applicable.
4. Select‘Self Service for the User Type.
5. Enter/confirm a password for the user.
6. Click Save, and close the window.

Note: The POWERUSER role must be unmarked in the User Security Setup window prior to assigning the Self Service User Type.

If POWERUSER is marked in the User Security Setup window in association with the user in question: When you change that user to the Self Service user type, the following error will occur prompting you to 'unmark' the POWERUSER role:

Click HERE for more more detailed information regarding additional windows and reports updated to accommodate the Self Service User Type.

Self Service Users may have access to the following Self Service features (depending on security access granted):

Features Added in Microsoft Dynamics GP 2013 R2:

• Purchase Requisition
• Payroll Time card
• Project Time sheet
• Home Page Parts

Features Added with Microsoft Dynamics GP 2015:

• Employee Profile
• Paystubs
• W4
• Benefits
• Direct Deposit
• Skills and Training
• Project Expense

Feature Added with Microsoft Dynamics GP 2015 R2:

• W2

We Have a Script Available to Change Limited Users to Self Service User Type in Microsoft Dynamics GP 2015 R2 When Appropriate!!!

The Self Service User Type was available for purchase before it was implemented into the product with the release of Microsoft Dynamics GP 2015 R2.

Before 2015 R2, Self Service users were set up as Limited users with the understanding these users would only have access to the ESS Security Roles and Tasks.

With the Release of Microsoft Dynamics GP 2015 R2, Self Service users originally created as Limited users can be switched to the Self Service user type appropriately.

Click on the following link:UpdateESSUserType.sqlto download the script that can be used toupdate the 'User Type' for Self Service users originally created as Limited users to the Self Service User Type in mass.

The UpdateESSUserType.sql script will update all users who meet the following criteria to the Self Service User Type in Microsoft Dynamics GP 2015 R2 and above:

• Currently assigned the Limited User Type
• Assigned to one or more of the following ESS Security Roles:

ESS EMPLOYEE MANAGER*

ESS EMPLOYEE*

ESS PURCHASE REQUESTER*

ESS EMPLOYEE-BSS*

ESS PTE EMPLOYEE*

• NOT assigned to any other Security Roles

IMPORTANT to know prior to utilizing the UpdateESSUserType.sql script:

1. Always make a restorable backup of the databases prior to making any changes.
2. This script is meant for scenarios where multiple users need to be updated to the Self Service user type. *Remember, you can manually update the User Type on the front end as well.
3. This script should ONLY be run on Microsoft Dynamics GP 2015 R2 or later versions. It will produce an error, and will not run if processed on an earlier version.
4. IMPORTANT: Verify that Registration Keys include Self Service users prior to running the script. Self Service User Type MUST be registered in order to successfully utilize Self Service User Type functionality.
5. Note: If script is processed while not registered for Self Service users, all users changed to Self Service user type on the back-end will be unable to log on to Microsoft Dynamics GP successfully!!

Click HERE for more detailed information about the Self Service User Type AND other New Systems Features in Microsoft Dynamics GP 2015 R2 and a VIDEO coming soon!

ClickHERE to view the GP 2015 R2 New Features blog schedule!! Lots of COOL new features to see!!

As always, keep up to date on what you need to know with ourMicrosoft Dynamics GP Blogs!

Enjoy!

Andrea