Summary

The Menu Security window is used to set up which menu options can be accessed by a user and user group. If there is security set up on a user and the user is attached to a user group, the security set up on the user account will always override the security set up on a user group. This allows you to attach a user to a user group and then customize the security for a single user.

If a user is attached to multiple user groups, the least restrictive group security will apply. This allows you to attach a user to multiple user groups (including user groups with less security access in some areas of the application) without creating conflicts in security. If there is security set up on the user account, the security on the user will override the security on all of the user groups.

There are three security settings on menu options: full access, no access, and security not set. If security is set to full access the menu option will display and can be opened. If no access is selected the menu option will not be displayed. If all of the menu options in a menu are set as no access, the entire menu will not be displayed. If no security is set up on a menu option, the security will default to No Security Set. This is similar to Full Access because it will not limit access, but menu options set up as No Security Set on a user account will be overridden by the security set up on a user group.

Step by Step

1     Open the Menu Security window (SS> Security> Menu Security).

• The Menu Security window allows you to set up menu security on users and user groups.
• Select if you would like to modify a user or user group security settings.
  • Click the User button to modify the menu security settings on user accounts rather than user groups. This will change the User Group selection drop-down menu to the User selection drop-down menu.
  • Click the Group icon to modify the menu security settings of user groups. This will change the User selection drop-down menu back to the User Group selection drop-down menu.
• If you have selected to modify user group security settings, the Menu Security for User Group drop-down menu will display all of the user groups that have been created in SS> Security> User Groups.
• If you are modifying user settings, the Menu Security for User drop-down menu will display all users accounts that have been created in SS> Security> Users.
• The Module drop-down menu is used to select which module menus will be displayed in the data grid below.
• Select a user or user group and a module to update menu security settings.

2     Set security on a menu option.

• You can set menu security on an entire module, an entire menu, or on individual menu items.
  • To set the security on an entire module, use the buttons at the top of the data grid.
    • Click FULL ACCESS to allow full access to all menus and all menu items in the module.
    • Click NO ACCESS to block access to all menus and all menu items in the module.
    • Click CLEAR SECURITY SETTINGS to remove all security settings on the menus and menu items in the module and change the menus and menu items to Security Not Set status.
  • To set the security on an entire menu, used the icons in the Modify Security column at the top level of the menu. The security set on the menu will be applied to all of the options in the menu. If you block access to all of the menu items in a menu, the menu will not be displayed when the user logs in to the application.
    • Click the Allow button to allow full access to the menu and all menu items.
    • Click the Block button to block access to the menu and all menu items.
    • Click the Clear button to remove all security settings on the selected menu and menu items and change the menu to Security Not Set status.
  • To set the security on a menu item, click the Expand button on the menu. This will display all of the menu options in the selected menu.
    • Click the Allow button to allow full access to the menu item.
    • Click the Block button to block access to the menu item.
    • Click the Clear button to remove all security settings on the selected menu item and change the menu item to Security Not Set status.
  • Click the Save button when complete. The Save button will only be enabled if there have been modifications to the security of the selected user or user group.