SS> Security> Menu Security

Menu Security Maintenance

 

Summary

 

The Maintain Menu Security window is used to set up which palette 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 on the palette and can be opened. If no access is selected the menu option will not be displayed. If all of the menu options on a palette are set as no access, the entire palette 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.

 

Related Links

 

Click here for information on database security.

 

Step by Step

 

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

 

  • The Maintain 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 icon to modify the menu security settings on user accounts rather than user groups. This will change the User Group Selection section to the User Selection section.
    • Click the Group icon to modify the menu security settings of user groups. This will change the User Selection section back to the User Group Selection section.
  • If you have selected to modify user group security settings, the drop-down menu in the User Group Selection section will display all of the user groups that have been created in SS> Security> User Groups.
    • If you are modifying user settings, the drop-down menu will display all users accounts that have been created in SS> Security> Users.
  • Select a user or user group to modify in the drop-down menu.

 

2     Set security on a menu option. 

 

  • Click the Expand button of a module that you would like to set security on. The Expand button will only be enabled after a user or user group has been selected from the drop-down menu above.
  • You can set the security on an entire palette or you can set security on a palette option.
    • To set the security on an entire palette, simply highlight the palette. This will enable the security icons at the top of the window. The security set on a palette will be applied to all of the options on the palette. If you disable all of the menu options on a palette, the palette will not be displayed when the user logs in to the application.
      • Click the Yes icon to allow full access to the palette.
      • Click the No icon to disallow access to the palette.
      • Click the Delete icon to remove all security settings on the selected palette and change the palette to Security Not Set status.
    • To set the security on a palette option, click the Expand button on the palette. This will display all of the palette options in the selected palette.
      • Click the Yes icon to allow full access to the palette option.
      • Click the No icon to disallow access to the palette option.
      • Click the Delete icon to remove all security settings on the selected palette. This will change the security setting on all of the palette options to Security Not Set.
    • Click the Save icon when complete. The Save icon will only be enabled if there have been modifications to the security of the selected user or user group.