We are in the process of implementing Kinetic ERP. I’m starting to look at the process to add menu/function security to users based on role. Is there any good step by step documentation on this site, or any other resource or videos to watch on this topic. Any help would be appreciated.
Thanks, Mark
I think you want the Kinetic ‘System Administration Guide’, which is available to download from EpicWeb. For example in the 2025.1 classic guide
there’s a whole section around security that includes user security groups and menu security
I don’t find EpicWeb the easiest resource to navigate so hopefully some others here can give some more details to help you find what you need.
There’s also some videos here that may be relevant: Tools and Administration - Epicor ERP Knowledge On Demand
Hopefully that will give you an overview, for any specific questions its probably best to search or ask on this site.
