Security Layout

[Mark_Wonsil]

If you search the site, you’ll find a few good discussions:

Menu security group structure strategies?

We’re working on a menu security group restructure/refresh, as our epicor structure has not kept up well with changes to the business over the years. A huge headache for us is being able to slot each individual user into a job-function based Security Group like “Sales”, “Inventory”, “Packing Manager”, etc. Sure, everyone fit nicely in the categories when they were created 10 years ago in E9, but the staff and positions themselves change so much over the years that nowadays no one fits well into…

User Security Access for audit

Year end IT/Finance audit is in full swing. The auditors want a report of all the access all users have. Every year I fight with this and every year it’s such a time suck and a mess. I’m currently printing out the Menu Security Report for all the screens that I’ve noted as high risk (master data screens & transactional data screens). But it’s a pain because sometimes it just shows the group that has access to that screen. So now I need to export out all the users and all the groups they have on…

Basic Security Setup Newbie Questions

I’m new to Epicor and working on security setup for a small company. Based on posts from this site, I am looking at setting security for all menus (not just the top of the menu tree to just hide the subtrees, due to potential context menu access) using DMT by creating security groups based on the menu structure, such as SALES, SALESSETUP, SALESRPT, SERV, SERVSETUP, SERVRPT, FIN, FINSETUP, etc. They are a small firm and didn’t want to get too complicated, so matching the user groups to the menu…