Reply To: How to set up a new user in Dynamics GP?

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#12774

Lee Min
Participant

< ![CDATA[Hi Ali, Follow these steps below if you need to create a new user in Microsoft Dynamics GP: 1. Log in as ‘sa’ 2. Go to the Administration Page 3. Under Setup click User a. Enter the User ID. Note: Remember User ID will be case sensitive
b. User Name
c. Class ID (if being used)
d. Status

  • Active – set up for all users.
    Inactive – for a user on leave.
  • e. User Type

  • Full – For the typical user
    Limited – For reading only users. Requires change in licensing
    Self Service – for time entry. Requires change in licensing
  • f. Home Page Role – Use the lookup and choose Basic Home Page for Home Page Role
    Note: Field appears to be grey.
    g. IF Payroll View for Human Resources is visible, and the user requires access to the HR module, tick this box.
    Note: If Human Resource is not registered this box may not be available.
    h. Web Client user only (no SQL Server Account) – Used if Web Client is installed.
    Note: Directory Account tab is used if Web Client is used.
    i. Password and confirmation
    j. Choose advanced SQL Server Options as per your company policy.
    Note: When creating a new user select ‘Enforce Password Policy’ and ‘Change Password Next Login’. This will force the user to add their own password.
    k. Click Save

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