SmartList Builder Security

All SmartList Builder windows are denied access by default. To use SmartList Builder, the user must be in a POWERUSER role, or be granted access to the following windows in a Microsoft Dynamics GP Security Task:

First go to Security Tasks and select the following as seen in screen below.

Product: Smartlist Builder

Type: Windows

Series: Project

               Go To

               Set Field Options (3 windows)

               SmartList Builder

Second change series to System and select the below as per screen:

·        Background

·        Copy List

·        Display SQL

·        Preview

·        Process Queue

·        Resource Lookup

·        Smartlist Builder Progress

·        Smartlist Lookup

·        Table Details

·        Table Finder(2 items)

·        Upgrade Modified SmartLists

Third - Beyond the Window permissions, there are SmartList Builder Permissions that need to be granted as well.  These SmartList Builder Permissions can be granted in the Microsoft Dynamics GP Security Task as well.

 In same security task change Product to SmartList Builder, Type to SmartList Builder Permissions and Series to SmartList Builder.

·        Create a Go To that opens a Dynamics GP Form

·        Create a Go To that opens a file

·        Create a Go To that opens a website

·        Create a Go To that opens another SmartList

·        Create a Go To that runs a procedure

·        Create SmartLists with SQL Tables

·        Enter Calculated Fields

·        Update SmartList

·        View SmartLists with SQL Tables