Reset Filters

SmartView 2016

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).

clip0023

 

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.