DynamicAccounting.netYou, Me, and Dynamics GP

2006-09-27 · 2006

Weekly Dynamic: Change Your Role on the Homepage

Tips & Hidden FeaturesGP 9

Archived post from 2006. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

In Dynamics GP 9.0, when you first login, you are prompted for a role to preset the reports and info on your homepage. But roles change over time, people get promoted (hopefully!), responsibilities change or maybe you just picked the wrong role!
You can change your role by picking Customize This Page in the upper right of the home page. Then pick Change Role in the lower right. Select a new role and your off.
You will lose custom settings on your homepage and GP will warn you about this when you pick Change Role. If you don’t want to do this, click cancel.