Wednesday, April 28, 2010

Dynamics GP Security Smart lists



Most of our clients wanted to review their Dynamics GP security setting using smart list, so we have setup some smart list’s using smart list builder. Here is the list
Sr.
Smart List Name
1
Batch Activity
2
Security Alternate/Modified Group Master
3
Security Assignment – By User
4
Security Role - Master
5
Security Role – Details
6
Security Tasks – Master
7
Security Tasks – Details
8
User – Roles – Task – Activity
9
User Activity
10
User Activity Tracking Report
11
User Class Master
12
User Company Access
13
User’s List
You can download your copy here, to apply on your dynamics GP installation just import the .xml file using smart list builder import process ( Dynamics GP Menu >> Tools >> Smart List Builder >> Import ).
After importing the smart list , you need to grant access to the users as well and can also make further modification based on your requirements.
I hope this help

4 comments:

  1. Please provide further details on the security setup for using these custom Smartlists on security data. Thanks very much.

    Rick
    rckhnt@gmail.com

    ReplyDelete
  2. Hi Rick,

    After importing the smart list, you should grant access using security task setup for these smart lists. To Do so you can create either a new task or can enable these smart list for an existing task.

    - Dynamics GP Menu >> Tools >> Setup >> System >> security Task
    - Then select your existing task or create new task
    - Product "Smartlist"
    - Type "Smartlist Objects"
    - Series "Smartlist Objects"
    - Then mark the smartlist from the details (grid) area.

    I hope this will help.

    Regards,
    Waqas

    ReplyDelete
  3. Hi Waqas,
    I did pretty much the same exercise two years ago in Access :-). Great Job and very useful. This way I can give access to the security information to my support people from the 1st level Help Desk.
    Beat
    @GP_Beat

    ReplyDelete
  4. Thank you for providing such a good data of the consumer as it is working good and also getting good and positive response for us and also we are expecting more data and we are looking forward for that ....which helps us in providing the good service ,,,,,
    ERP Users List

    ReplyDelete