If you are creating groups from scratch, you will need to give access to the required menu headings and the functions for the groups. It doesn’t matter which order this is done i.e. you can use interactive security update to give access to the functions and then give access to the headings.
Main Menu Security allows you to apply function security for a user or group. This presents you with a list of the functions on a module, in the order in which they appear on the menu.
If you are using Menu Item Security you can set the access permissions at the level of menu items; the child functions inherit the permissions from the menu item.
If you are not using Menu Item Security, you can set the access permissions for the menu items, and follow a link to a screen that lets you set the permissions for the child functions of each menu item.
Navigate to System > User Maintenance > Function Security > Main Menu Security.
Select the group from the User/Group lookup and the top-most menu you want to assign to the group. Menu headings start with %W and are logical with the exception of house sales which is %WHS2. Some examples are shown below:
Menu heading | Menu code |
Cash Book | %WCB |
Human Resources | %WHR |
Company Information | %WCI |
Plant | %WPC |
Contract Sales | %WCS |
Purchase Ledger | %WPL |
Contract Status | %WJC |
Procurement | %WPO |
Expenses | %WEX |
Subcontract | %WSC |
Fixed Assets | %WFA |
Sales Ledger | %WSL |
Fleet Manager | %WFL |
Site Manager | %WSM |
General Ledger | %WGL |
Once you have made your selections, click Next.
Tick the required menus and select the required access value from the Choose Action drop-down box; press the Apply Action button:
The access options are as follows:
No = the user does not have access to this function.
Yes = If you are using Menu Item Security, the user has read-only access to this function. If you are not using Menu Item Security, the user has access to this function.
Yes - Update = If you are using Menu Item Security, the user has update access to this function. If you are not using Menu Item Security, the Yes -Update option is not available.
Group = The user's access depends on the permissions of the groups to which the user belongs.
📌Note: Menu Item Security is a configurable option that allows you to control function access security at the level of items on Coins ERP+ menus, and to specify update or read-only access.
If the parameter SY/MENUSEC = Y:
If you grant access to a menu item, users have access to all its children, by default.
You can specify read-only or update access to functions. The extra option (Yes-Update) is available in System > User Maintenance > Function Security > Main Menu Security and elsewhere.
Users automatically have access to all functions with access type SYS, in all modules.
Users automatically have access to menus if they have access to a function on the menu (this also applies to tabs and container functions).
To update access for several functions at the same time, select one or more records and either:
Use the Choose Action menu or multiple update button to set the same access for all the selected menu items.
Use the CONCURRENT Update button to set the access for each item separately.
To update access for a single function, use the OPEN button.
You can set the access for child functions by clicking the link in the Child column, and using the Choose Action to set the permissions for individual child functions. If you are using Menu Item Security, by default, the access to any child functions will be the same as the access to the parent function; setting them on this screen will override this default setting.
To check the access from a user perspective, assign the group to a user and log in as the user to view the assigned menus.