Hi Can someone advise me on some security setup please.
I have a user who is like a kid in a sweet shop. Going into everything trying to change item setups, prices, approved suppliers and more…
He simply needs access to create Purchase orders,
How can I lock his user down to simply only purchase order entry and nothing else?
I have created a group for him and tried to deny every other menu but some of them I cannot deny and unless the entire purchasing tree is allowed I cant seem to be able to give him PO entry and not everything in that tree.
I’m on Kinetic but the permissions issue likely has to work the same for you. Grant access to all the ones in blue and then grant the individual ones off that Gen Ops menu that you want him to have.
Im on Kinetic as well. However I cant seem to edit the permissions for the later groups.
I have created a security group
I have menu maintenance open on one window to find the name of the Security ID for the menu items I need.
I can allow or deny them for
Material Management
Purchase Management
However everything is greyed out for General options and everything inside it.
I also have the same issue with Executive Analysis and Services Management. They wont let me change the allow\disallow.
As you can see in the below screen shot this is for the General Options Menu item. The Facilities security group is the one I need to ammend however they are all greyed out and wont change from default.
I do notice the default access is to allow which is also greyed out. Perhaps this is my issue?
At the menu level, go to the Overflow menu (three horizontal dots in the upper right) and select “Copy to Current Company”. Once you do that the fields will open for input. You’ll need to do that on each menu you want to change access to.
