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New Self Service User Type For Microsoft Dynamics GP 2015 R2

July 17, 2015 6:48 am Published by

The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and with it came a shipload of new features. We’ve mentioned the new Self Service User Type before, but today we’re going to take a closer look at it. A popular request from customers, this new user type was created for users who require very limited access to the Microsoft Dynamics GP 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 purchase requisitions.

Self Service User Type Overview

The Self Service User Type has been added to the User Setup window (Administration > Setup > User), as shown below.

New Self Service User Type For Microsoft Dynamics GP 2015 R2

To assign the Self Service User Type to a new or existing user:

  1. Open the User Setup window.
  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.

Self Service Users can access the following self service features, depending on the security access grant them:

  • Purchase requisition
  • Payroll time card
  • Project time sheet
  • Home page parts
  • Employee profile
  • Paystubs
  • W2
  • W4
  • Benefits
  • Direct deposit
  • Skills and training
  • Project and expense

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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