Create a New Security Task for SmartList

Explains how to create a new security task for SmartList.


  1. Navigate to Microsoft Dynamics GP | Tools | Setup | System | Security Tasks.
  2. In the Security Tasks Setup window, open an existing task, or create a new task to find the SmartList objects.
  3. In the Product list, click SmartList.
  4. In the Type list, click SmartList Object.
  5. In the Series list, click SmartList Objects.
  6. After the SmartList objects appear in the Access List pane, click the check boxes of the SmartList objects to which you want to grant access.

  1. Click Save.

More Information:

If you created a new task in Step 2, you need to add that task to new or existing Security Roles (Microsoft Dynamics GP | Tools | Setup | System | Security Roles) and opening an existing role or creating a new one and selecting the task you created.

If you created a new role in Step 8, you now need to assign that role to your users in the User Security window (Microsoft Dynamics GP Tools | Setup | System | User Security), opening an existing user and selecting the role you created.

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