Hi Epicor User Group! I am new here, we are a new customer going through Implementaiton. We are going SaaS so we should be on the latest and greatest version, using web based as much as possible. I am an IT admin as a day job, so more or less know a thing or two about basic IT concepts. However …

Groups are the way to go. Head to Security Group Maintenance. I am not sure what groups are in there by default, but we have groups for: AP, AR, Admin, Data Collection, Engineering, Materials, Office, Shipping, Supervisors and more. Next, go over to User Account Security Maintenance. Here you can s…

Name the groups with a leading underscore (the descriptions, especially). I want to say the manual tells you to do this, or at least it implies it. It makes the groups float to the top. [image] ToryD: Best practice Never add users to menu security; add only groups to menu security. I broke …

Great points Jason! I should have set our groups to use the underscore! We still have some menus with individual users assigned permissions. Every time I find this, I try to replace it with groups that will fulfill the same goal.

[image] NateS: I should have set our groups to use the underscore! I think it’s just the description, so you can change it any time.

Wow thanks gang! So nice of you to provide very useful information so quickly. Great to see a community like this I can participate in.

Don’t forget to add yourself (and other new users) here! [image] Introduce yourself! Off Topic Hey everyone, Hopefully all of you at insights had a good week and learned lots of new things. I know that fellow members of this forum were out and about and met many new peop…

New user: New user question (Best Practice) (confused yet, so am I)

Kinetic ERP

Mark_Wonsil (Mark Wonsil) June 22, 2023, 6:35pm 7

Don’t forget to add yourself (and other new users) here!

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New user: New user question (Best Practice) (confused yet, so am I)

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