SmartView

Adding SmartView to Security Tasks

When installing SmartView, only PowerUsers will have access by default.  You can give additional users access to SmartView as well by adding it to a new or existing Microsoft Dynamics GP security task.

 

To add SmartView to a security task:

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

SmartView Task

 

2.Enter the Task ID of an existing task, or enter details for a new security task.
3.Select SmartView as the Product.
4.Select Windows as the Type.
5.Select the Financial as the Series.
6.Mark the SmartView Operation in the Access List.
7.Repeat steps 5 and 6 for all of the resource types that you want to grant access to.  Others can be found under System and 3rd Party series.