TA-G Maintain Menu Access Records

General Program Description

This program allows you to create and edit user menus which control which information each user has access to.  This program applies to Evo-ERP only.

General Program Operation

To create a new use menu, click the add user button.  You will be prompted for the Access Code.  Use the User Login name as specified in PS-A  System Users/Passwords.  Then you may select an existing menu to copy from by typing the menu name or selecting from the dropdown list.  ADMIN is not available on the drop down list but it can be typed into the field if you want the user to have full access.  The system comes preset with Admin, PowerUser, User, SalesRep, Customer and Vendor menus as templates for use as starting points.  You can edit the PowerUser, User, Customer, Vendor and SalesRep menus but you can not delete them.  You can neither edit nor delete the Admin menu; it will always have access to all programs.  If you do not create a user menu but define a user security code A for Admin in PS-A  System Users/Passwords then the user will always have the full Admin menu even when new programs are added as a result of program updates once the menu is updated by the ADMIN user logging in.   When updates are installed, you do need to log in once with the username ADMIN to update the menu.

If you have previously removed a Group (such as Mfg or Sales) from a user and want to give it back or want to add a new group such as Settings to one or a group of users, click Add Group, Select the user to copy the Group from (ADMIN or another existing user) and then identify whether to add to a single or all users and then choose the group to add.  If a user already has the specified group, it will not be added.

To update all users to the latest version of any program they currently have access to, click the Update to Latest Prg button in the upper left.  This will not add any programs to any menu but will simply change the program name called for programs they currently have access to such as changing the DBA Classic style Enter customer screen (BKARA.RUN) to the new GUI style program (T7ARA.RWN).  You can also use the Change Prg Name button to change a single program name on all user menus.

To modify a menu, select a menu and click Edit.?To change the order of the menu groups, drag the gray boxes on the left up and down.  To completely remove a menu or group, right click and Delete or use the Delete key.  If you right click on a button (such as the IN button within Items) you will see you have the option to Delete or move to another group so if a user wants Inventory and Purchasing on the same screen, you can do that.

To get to the level of line item detail, select the Menu Lines tab on the left side of the screen behind the list of user names. The list of menu choices on the left side of the screen is what the user has access to and the list on the right is what has been removed.  When new programs are added during an update, they will be available on the right side of the screen to be inserted into user menus as desired.

If a button has been removed and you want to bring it back, go to the bottom of the button list and press the down arrow on the keyboard once to create an empty line.  Then type in the button code or use the drop down to select the desired button and image.  Once the button has been reestablished, you need to add the menu line program detail back to it.  If you have a lot of things to add back to a user menu, it may be easier to delete the user and recreate a new one starting as a copy of another user and then take things away.

To rearrange the order of items on any menu or to control which menu comes up first (such as Mfg versus Sales) drag the grey buttons to the left of the list up and down.