Skip to main content
Microsoft Dynamics GP forum
Suggested answer

Smartlist Security

editSubscribe (0) ShareShare
Posted on by 5


I need to give a user Inquiry access only into GP, plus the ability to run ONLY 2 specific Smartlist reports.  Is this possible?  I first created a role with just INQ.  When I try to give Smartlist access, I can only give access to a whole grouping of SmartLists, not individual reports. We are Dynamics GP 2016 and I am logged in as 'sa'.


  • Suggested answer
    RE: Smartlist Security

    I would recommend using a custom security task, then in that task, use SmartList for the product, then under that, you should see SmartList Objects and SmartList Objects as the Type and Series, and that should show the list of SmartList reports, both default and custom.

    I will add that SmartList Favorites work a bit differently, as they are specified when they are created, as to whether the security should be assigned as System, Company, User ID or User Class, so depending on that setting, will determine what users have access to the Favorite.

    Once you have the custom security task setup, I'd create a custom security role for that task, then assign the role to the user(s) as needed.


Helpful resources

Quick Links

New Blog Features Released!

Check out the new community blog features for viewers and authors…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…


Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,080 Super User

Martin Dráb Profile Picture

Martin Dráb 222,601 Super User

nmaenpaa Profile Picture

nmaenpaa 101,138

Featured topics

Product updates

Dynamics 365 release plans