Menu Security Groups are set up to define the menu structure for all those users who are allocated to that Menu Security Group. There is only one Menu Security Group per user
The menu that is displayed is the one allocated to that user.
All menu items in the Menu Security Group are also listed in the Quick Select dropdown, which is always the white box at the end of the menu bar.
Anchor
Menu Allocation via People Maintenance
Select a Person; Security Tab and then select the Menu Security Group from the dropdown
NOTE: Once a menu has been allocated to a user, they need to logout of Workbench and log back in for the changed menu to take effect
Menu Allocation via Security Group People Maintenance
Select the appropriate Security Group from the Dropdown.
Select the Menu checkbox
Include or remove people as appropriate. This populates the field in the Person record, and it will appear in People Maintenance for that person
A User can only have one Menu and they have to have a Login Code Anchor
Menu Set up
Go to Maintain Security Menus.
Select the Security Group for which you want to maintain the Menu.
The form is divided into 3 areas.
- Menu Structure
Using the + or - this gives a tree view of the menu structure.
You can expand it all out by toggling the Expand All box.
This Menu Structure is display only.
- Menus
This is where you add or maintain a menu.
If you delete a menu it will also delete all the items attached to that menu. If there are Sub Menus you will have to run Menu Cleanup. Note that the deletion is only for this Security Group. It does not delete menus or menu items for other Security Groups
To add a menu to a Security Group menu, arrow to the bottom of the section, manually enter an ID and a title.
This menu once created and saved will then need to be added to a previous menu to make it accessible.
- Menu Items
This is where you specify the items for the highlighted menu. You can call another menu or call a function.
Select the menu you want to maintain then go into the Menu Item to Add, Delete or Edit.
All of the items that have been selected for the menu for the appropriate Security Menu Group will be available in alpha order in the Workbench Quick Menu list in the toolbar. You can access the item from here instead of going through the menu structure.