How to Change Security Permissions in Dynamics GP

by | Sep 23, 2019 | Dynamics GP

Microsoft Dynamics GP allows you to set up different levels of security for each user. To change the security permissions in Dynamics GP for a user, follow the steps below.

In this example, we will look at the RTV Entry/Update Reprint packing list report.


If an employee is denied access to be able to print the report, log into GP as a user who is able to run the report (sa if needed). Print the report exactly as the employee needing the access would. Print the report to screen. At the top, the report name is what is needed to search in SQL for the Role/Task. In this case we need ‘svcRTVPackingSlipReprint’.

Enter the report name, svcRTVPackingSlipReprint, in place of the highlighted ‘Sales Transaction Entry‘ leaving the single tick marks ‘…’ on wither side of the report name. ‘svcRTVPackingSlipReprint’.

Screen Output


Now that you have the report name, copy the below SQL script, and paste into SQL. Select the appropriate database. For this example we are using “TWO”.

Select execute.

If the report name was typed correctly, the Security Roles containing that report will appear in the search results. (Below)

*Note the <Display_Name> placeholder represents the actual display name. For example, the display name may be “Sales Transaction Entry”


Now we have the Role ID and task ID, open GP, select Microsoft GP>Tools>Setup>System>User Security

User Security

Note : It is best practice to have the user logged out during the process.

Select the user needing the access. Select Display Selected Roles.

If the Role ID shown in SQL is not selected, deselect Display Selected Roles and select the needed role. Here we are using RT STAKEHOLDER.

User Security Setup

Double click the selected role to show the Task IDs within that role.

Here select Display Selected Tasks, if the Task ID shown in SQL is not selected, deselect Display Selected Tasks and select the task needed.


Now the Security Task Setup window is shown.

Within this widow the Category shows as “Project”.

Product : FieldService as that is the module being used.
Type : Report as it is a report being printed
Series : Project as that is the Category refenced above
User Type : should default to Full

Select Display Selected Items, if the name of the report shown in SQL (svcRTVPackingSlipReprint) is not selected, deselect Display Selected Items and select the report name needed.

Save all windows.

If the user is logged in have them log out and log back in to update changes. They will now have access to print that report.

If you have any questions about updating the security permissions, please reach out to us at Stoneridge Software.

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


16jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Business Intelligence Power Hour

22jul10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Material Handler

22jul12:00 pm1:00 pmImprove Field Service Delivery and Increase Customer Satisfaction

30jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Power Hour


05aug10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Shipping / Receiving Department

05aug12:00 pm1:00 pmHow Ag Retailers Can Simplify Processing Equity Payments using Levridge

12aug10:00 am10:30 amWhy Levridge Grain? How to Achieve Efficient and Accurate Scale Tickets

12aug12:00 pm1:00 pmThe Three Paths to Dynamics 365 Finance and Supply Chain from Dynamics AX

13aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Dynamics 365 2020 Wave 2 Preview

19aug10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!