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This post is part of a series of posts on Implementing Rockton’s SmartFill.
As it installs, SmartFill is accessible and the search windows can be used by all users.
It can also be administered by anyone with the POWERUSER* role. However, security can be maintained in two ways.
The first type of security allowsd the lookup windows to be restricted so certain lookup windows can be accessed only by certain users.
To change the security on, for example, the vendor lookup, select SmartFill Objects (Administration area page » Setup » SmartFill » SmartFill Objects). Scroll down and locate the Vendors in the list; select it and click OK:
When the SmartFill Object Maintenance Details window opens, click the Access button on the action pane:
The SmartFill Object Access window will open. The window is broken down into two sections:
The second type of security is the standard Microsoft Dynamics GP security role and tasks which allows admin access to maintain SmartFill configuration without needing a POWERUSER* role.
Security in SmartFill can be administered via the following Security Items:
Read original post Implementing Rockton's SmartFill: Configuring Security at azurecurve|Ramblings of a Dynamics GP Consultant
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