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SmartList Security

  • 1.  SmartList Security

    TOP CONTRIBUTOR
    Posted Nov 15, 2019 01:01 PM
    Is there a separate place to assign security for SmartLists? While on maternity leave, I setup a new user for my temp and set him up as a PowerUser in GP. After I returned, he mentioned not being able to see some of the SmartLists I had mentioned in my notes to him. Is there another place I need to go to ensure he can now have access to those Smartlists?

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    Tiffany Ziegler
    Vice President & Controller
    Velcor Leasing Corporation
    Madison WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: SmartList Security

    TOP CONTRIBUTOR
    Posted Nov 15, 2019 04:49 PM
    Edited by Gerald Buenafe Nov 15, 2019 04:49 PM
    Hi Tiffany,

    If it's the default POWERUSER that we are talking about (vs a 'custom' poweruser), that user should have access to the different SmartList objects*... Otherwise, there would be a need to set a Task / Role for SmartList objects (see screenshot below)...

    * ... On the other hand, the SmartList Favorites (i.e. those that were set to "Visible to: User ID") are involved, it may be a different story.


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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: SmartList Security

    TOP CONTRIBUTOR
    Posted Nov 15, 2019 05:46 PM
    Ah yes! That's it - most of mine are setup for user. Thanks so much.

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    Tiffany Ziegler
    Vice President & Controller
    Velcor Leasing Corporation
    Madison WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: SmartList Security

    TOP CONTRIBUTOR
    Posted Nov 18, 2019 12:53 PM
    @Tiffany Ziegler:

    When you create new Smartlists you have to give users access to them. Otherwise, only PowerUser type roles can see them. Even if you save them as "Visible to System". "Visible to Company" will restrict it if you have multiple companies.

    I created a Security Task for each of the modules. I then assigned all of the SmartList objects by SmartList name for that module to each SmartList task. I then created a Role with the same name and added the SmartList Task to it. I then added the SmartList role to the user. This allows you to add new Smartlists to the Security Role through the tasks rather than having to add the task to each user. For example, all of my benefits SmartLists are added to a task titled "SmartList-Benefits". I will add the new Smartlists to it. I added the task titled "SmartList-Benefits" to a new Security Role titled "SmartList-Benefits" and assigned it to our Benefits Coordinator.

    I hope this makes sense. It can be confusing. 8-)

    Thanks


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    Joni Finnell
    GP Projects/Troubleshooter
    Consumer Support Services, Inc.
    Newark OH
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    Academy - Online Interactive Learning from Experts


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