SmartView

Adding SmartList List Security Tasks to Security Roles

Security roles contain one or more Security Tasks.  A role is created and then assigned to a user in order to provide them access to a group of Security Tasks in SmartView.  All your Security Tasks should be created before starting to create your Security Roles.   If the security task(s) you assigned SmartList lists to are new tasks, they will need to be assigned to a security role.

 
To add a security task to a security role:

1.Open the Security Role Setup window (Microsoft Dynamics GP - Tools - Setup - System- Security Roles)
2.Type in a Role ID, Role Name, and Role Description.
3.Check off the Tasks that you wish to assign to this Role.  

SmartView Role Security

 

4.Click Save