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Title:GP 10 does not have an inbuilt role/task for Safe Pay

Today while giving a user access to Safe Pay (Tools > Routines > Financial > Safe Pay), I realized that there wasn't an inbuilt task/role for Safe Pay. I was a little surprised, as this was the first major missing task in the otherwise excellent default Security Role /Task Setup.

However, it wasn't too difficult to set it up, here's what you have to do -

1. Create a new task called SAFE_PAY (or whatever, you want to name it according to your security setup)

2. Select Safe Pay as Third Party Product and give access to the Safe Pay Windows and Reports (Let me know if you need details on this)

3. Assign this tasks to a Role

4. Give the user who needs safe pay access, access to this role.

You should be able to see Safe Pay Menu option after this.

Category:TIPS AND TRICKS BY MODULES: Safe Pay/Positive Pay
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Date Added:June 17, 2010 06:14:44 PM
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