DynamicAccounting.netYou, Me, and Dynamics GP

2010-03-11 · 2010

Weekly Review: Change Your Role on the Home Page

Tips & Hidden FeaturesGP 9

Archived post from 2010. 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 and higher, 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.

Originally Posted by Mark at 9/27/2006 03:40:00 PM