SmartList Builder 2018

SmartList Security

Once a SmartList has been created in SmartList Builder, the end users will need access to view the new list in SmartList. By default, only the users in the Poweruser role get access to the new SmartLists.

To assign SmartList security:

1.	Open the Security Task Setup window (Microsoft Dynamics GP >> Tools >> Setup >> System >> Security Tasks).

Security Task 10

2.	Enter a Task ID, Task Name, Task Description and Category.

3.	Select SmartList as the Product and SmartList Object as the Type and SmartList Objects as the Series.

4.	Mark the SmartList that you want to grant access to for the selected security task.

5.	Click Save to save the security task.

6.	Assign the security task to the roles that you want to have access to the operations.