Setting up a new user in GP 10 or GP 2010

Written By: Danny Rose

from November 19, 2012

Learn how to set up a new user in GP 10 or GP 2010! 1.  Login as sa or another user that has been setup with SQL permissions to create a new user. 2.  Open the User Setup window (Microsoft Dynamics GP > Tools > Setup > System > User).      a.  Enter a User ID and User Name – these are the only required fields in this window.      b. In the Password field, either enter a password for this user or leave it blank – if left blank, the user will be able to create their own password when they first log in. c.  For all other settings, look at a similar user to determine the settings.      d. Choose Copy Access if there is an existing user that you want to copy security settings from, such as roles, tasks, and company access.  If not, proceed to step three. e.  In the Copy User Security window, select the User ID that you would like to copy security settings from and Click OK.  This completes the setup of this user. 3.  Open the User Access Setup window (Microsoft Dynamics GP > Tools > Setup > System > User Access) and select the new User ID. a.   Mark all companies under the Access column that you wish this user to have access to.  Click OK. 4.  Open the User Security Setup window (Microsoft Dynamics GP > Tools > Setup > System > User Security).      a.  Select the new User ID and a company that you have assigned this user to have access to.      b.  Mark any Security Role IDs that this user should be assigned to and select an Alternate/Modified Forms and Reports ID.      c.   Click Save to complete the setup.  If you have multiple companies, move on to the next step. 5.  To copy the security across all companies, click Copy and select all companies and click OK.  If security for this user should be different across different companies, repeat steps twelve to thirteen for each company.

  • Grant the new user the role “POWERUSER” if you want the user to have full access to the system.
  • If a blank password is left for a new user, the new user will only need to enter their user ID when they first log in – it will then prompt them to enter a new password.
  • Instead of going through the menu to open each window, you can simply click on the Administration tab in the Navigation Pane.