# \#menu-security **URL:** https://www.epiusers.help/tag/menu-security/466.md [Latest](https://www.epiusers.help/latest.md) · [Categories](https://www.epiusers.help/categories.md) · [Tags](https://www.epiusers.help/tags.md) --- ## [My Attempt at Kinetic Menu Security (Right Click Lockdown)](https://www.epiusers.help/t/my-attempt-at-kinetic-menu-security-right-click-lockdown/137713)
**Author:** [@Francis](https://www.epiusers.help/u/Francis)\ **Replies:** 12\ **Last updated:** [October 2, 2026, 12:50pm UTC](https://www.epiusers.help/t/my-attempt-at-kinetic-menu-security-right-click-lockdown/137713 "2026-10-02T12:50:58Z")
This is my first post on Epi-users! For reference, this is also my first postgrad job. I have only been working with Epicor/Kinetic for 6 months now and so far, so good. I know I met a few of you this year at Insights. I… --- ## [Disable Menu Search in Data Collection](https://www.epiusers.help/t/disable-menu-search-in-data-collection/137344)
**Author:** [@eic1dav](https://www.epiusers.help/u/eic1dav)\ **Replies:** 7\ **Last updated:** [September 4, 2026, 1:04pm UTC](https://www.epiusers.help/t/disable-menu-search-in-data-collection/137344 "2026-09-04T13:04:53Z")
I have a request to turn off the Menu Search(waffle button) while in Data Collection / MES. I have seen posts about turning off Enterprise Search, and EDD, but not about the menu search. I believe the proper way to appro… --- ## [Explanation on BAQ Security in relation to Active Home Page](https://www.epiusers.help/t/explanation-on-baq-security-in-relation-to-active-home-page/90353)
**Author:** [@jnbadger](https://www.epiusers.help/u/jnbadger)\ **Replies:** 35\ **Last updated:** [July 29, 2026, 10:36pm UTC](https://www.epiusers.help/t/explanation-on-baq-security-in-relation-to-active-home-page/90353 "2026-07-29T22:36:55Z")
Hi! Hoping someone can help me understand BAQ security. We’ve never set security on any BAQs because it is just me and one other admin that has access to the Business Activity Query menu. We are about to upgrade to 2021… --- ## [Lets talk Security - can you copy a Security Group?](https://www.epiusers.help/t/lets-talk-security-can-you-copy-a-security-group/134805)
**Author:** [@Briser](https://www.epiusers.help/u/Briser)\ **Replies:** 17\ **Last updated:** [May 27, 2026, 1:09pm UTC](https://www.epiusers.help/t/lets-talk-security-can-you-copy-a-security-group/134805 "2026-05-27T13:09:26Z")
We have started to fine tune Menu Security and I had a Security Group that I wanted to clone - however, despite reading that you could do this I have failed to find a way. It is not such a big deal to be honest, but it … --- ## [Kinetic Cloud migration from 10.2.400.8 – Menu Rebuild Thoughts](https://www.epiusers.help/t/kinetic-cloud-migration-from-10-2-400-8-menu-rebuild-thoughts/132753)
**Author:** [@LorenzBoyz](https://www.epiusers.help/u/LorenzBoyz)\ **Replies:** 4\ **Last updated:** [February 13, 2026, 4:50pm UTC](https://www.epiusers.help/t/kinetic-cloud-migration-from-10-2-400-8-menu-rebuild-thoughts/132753 "2026-02-13T16:50:21Z")
A full security group redesign is happening either way. We’re multi-company, and each company was brought online years apart. Security evolved independently with very little coordination. I stepped in a few years ago and… --- ## [App-Open results in "Invalid Sesson" on smart client CRM, but not web browser CRM](https://www.epiusers.help/t/app-open-results-in-invalid-sesson-on-smart-client-crm-but-not-web-browser-crm/131499)
**Author:** [@Evan\_Purdy](https://www.epiusers.help/u/Evan_Purdy)\ **Replies:** 1\ **Last updated:** [December 22, 2025, 5:25pm UTC](https://www.epiusers.help/t/app-open-results-in-invalid-sesson-on-smart-client-crm-but-not-web-browser-crm/131499 "2025-12-22T17:25:52Z")
I have an app open widget. Works great under full licence, works great CRM in web browser, but CRM smart client it says “Invalid Session” and boots you out. Tried deleting cache. Made sure I was using the menu ID in the … --- ## [User security: how to prevent security manager accessing financials etc](https://www.epiusers.help/t/user-security-how-to-prevent-security-manager-accessing-financials-etc/126331)
**Author:** [@Chrisw](https://www.epiusers.help/u/Chrisw)\ **Replies:** 10\ **Last updated:** [June 11, 2025, 1:26am UTC](https://www.epiusers.help/t/user-security-how-to-prevent-security-manager-accessing-financials-etc/126331 "2025-06-11T01:26:56Z")
It seems that security manager can do whatever they like and go wherever they like in Epicor. Further it seems that you need to be security manager to edit menus, or to setup new users. As a result HR or IT type folks … --- ## [Menu Copied To Current Company](https://www.epiusers.help/t/menu-copied-to-current-company/126024)
**Author:** [@patel\_saif](https://www.epiusers.help/u/patel_saif)\ **Replies:** 0\ **Last updated:** [May 27, 2025, 9:36am UTC](https://www.epiusers.help/t/menu-copied-to-current-company/126024 "2025-05-27T09:36:16Z")
Hi Everyone, I Created a layer on Payment Entry group Edit List App. Next I navigate to Menu Maintenance-\>PROCESS-\>PR000214 (menu for Payment Entry Group Edit list) Copy it to current company as initially I had an Clas… --- ## [Epicor's precedence when deciding sec code allowance per user](https://www.epiusers.help/t/epicors-precedence-when-deciding-sec-code-allowance-per-user/125422)
**Author:** [@Connor\_St\_Louis](https://www.epiusers.help/u/Connor_St_Louis)\ **Replies:** 3\ **Last updated:** [May 6, 2025, 4:17pm UTC](https://www.epiusers.help/t/epicors-precedence-when-deciding-sec-code-allowance-per-user/125422 "2025-05-06T16:17:39Z")
In menu security, is there a known precedence that Epicor uses when deciding if a user has been ‘allowed’ or ‘denied’ on a particular security code? I have been writing a function which will return if you are accepted/d… --- ## [Menu Security - None vs Disallow?](https://www.epiusers.help/t/menu-security-none-vs-disallow/125334)
**Author:** [@askulte](https://www.epiusers.help/u/askulte)\ **Replies:** 8\ **Last updated:** [May 1, 2025, 5:52pm UTC](https://www.epiusers.help/t/menu-security-none-vs-disallow/125334 "2025-05-01T17:52:49Z")
In Menu Security, what’s the difference between ‘None’ and ‘Disallow’ for Default Access? Field Help is empty, and the linked help in Kinetic doesn’t mention ‘None’ at all. Thanks for the clarification! (I’m try… --- ## [Menu security group structure strategies?](https://www.epiusers.help/t/menu-security-group-structure-strategies/109132)
**Author:** [@TomAlexander](https://www.epiusers.help/u/TomAlexander)\ **Replies:** 18\ **Last updated:** [March 13, 2025, 8:45pm UTC](https://www.epiusers.help/t/menu-security-group-structure-strategies/109132 "2025-03-13T20:45:31Z")
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 int… --- ## [Menu Security export to a BAQ for review?](https://www.epiusers.help/t/menu-security-export-to-a-baq-for-review/123007)
**Author:** [@ToryD](https://www.epiusers.help/u/ToryD)\ **Replies:** 4\ **Last updated:** [February 6, 2025, 6:48pm UTC](https://www.epiusers.help/t/menu-security-export-to-a-baq-for-review/123007 "2025-02-06T18:48:43Z")
Is it possible to view items that might be set on menu security through a BAQ? Instead of the slow chug of in/out of each security item to see if something is or is not set, this data has to live somewhere?!? Right? --- ## [Context Menu Maintenance - User Security](https://www.epiusers.help/t/context-menu-maintenance-user-security/122349)
**Author:** [@HeadScratcher](https://www.epiusers.help/u/HeadScratcher)\ **Replies:** 2\ **Last updated:** [January 14, 2025, 7:57pm UTC](https://www.epiusers.help/t/context-menu-maintenance-user-security/122349 "2025-01-14T19:57:58Z")
Hi User access is controlled through the menu in groups. We apply security groups to users and for each menu group, the same security is applied. This allows for easier control of function access. This means that not ev… --- ## [Epicor Security Privilege Glitch "Open With"](https://www.epiusers.help/t/epicor-security-privilege-glitch-open-with/100378)
**Author:** [@anon29396251](https://www.epiusers.help/u/anon29396251)\ **Replies:** 7\ **Last updated:** [October 15, 2024, 8:45pm UTC](https://www.epiusers.help/t/epicor-security-privilege-glitch-open-with/100378 "2024-10-15T20:45:38Z")
I need help regarding this issue. How to disable the “Open With” entry so that user can not attempt to do creations if he has not been granted access to do SET UP in Epicor. Thanks!!. --- ## [User cannot access custom dashboard](https://www.epiusers.help/t/user-cannot-access-custom-dashboard/102077)
**Author:** [@carguy](https://www.epiusers.help/u/carguy)\ **Replies:** 4\ **Last updated:** [October 15, 2024, 6:46pm UTC](https://www.epiusers.help/t/user-cannot-access-custom-dashboard/102077 "2024-10-15T18:46:19Z")
This is an odd one I couldn’t figure out what the deal was with it yesterday. Basically, the user cannot access a custom dashboard. I checked the security on it. It’s set to all users. Then I added the user manually a… --- ## [Dmt menu](https://www.epiusers.help/t/dmt-menu/115407)
**Author:** [@HeadScratcher](https://www.epiusers.help/u/HeadScratcher)\ **Replies:** 6\ **Last updated:** [June 5, 2024, 12:26am UTC](https://www.epiusers.help/t/dmt-menu/115407 "2024-06-05T00:26:03Z")
Hi Is there a dmt method to add a new menu? I have everything set out in excel but its taking a looong time to manually add each menu folder, sub folder them function… Any speedy process would be graciously received T… --- ## [Disable "Open With" Entry Menu](https://www.epiusers.help/t/disable-open-with-entry-menu/114706)
**Author:** [@MichelleCerda](https://www.epiusers.help/u/MichelleCerda)\ **Replies:** 4\ **Last updated:** [May 16, 2024, 12:37pm UTC](https://www.epiusers.help/t/disable-open-with-entry-menu/114706 "2024-05-16T12:37:09Z")
Hello, We are trying to disable two context menus from Sales Order Entry: From Customer search box, we can Open With the screen “Customer Quick Entry” And from Contact box we can Open With “Customer Contact Entry” … --- ## [Security, Groups, Users & Menu access](https://www.epiusers.help/t/security-groups-users-menu-access/114483)
**Author:** [@HeadScratcher](https://www.epiusers.help/u/HeadScratcher)\ **Replies:** 4\ **Last updated:** [May 9, 2024, 12:06am UTC](https://www.epiusers.help/t/security-groups-users-menu-access/114483 "2024-05-09T00:06:37Z")
Hi These seem real complicated… Could someone kindly provide a top level explanation of how these all work together? We have to move some menus to new tighter controls. we have created the new groups and assigned the ne… --- ## [Hidden Menus in Ice.Menu](https://www.epiusers.help/t/hidden-menus-in-ice-menu/113965)
**Author:** [@ErpJohn](https://www.epiusers.help/u/ErpJohn)\ **Replies:** 4\ **Last updated:** [April 23, 2024, 12:13pm UTC](https://www.epiusers.help/t/hidden-menus-in-ice-menu/113965 "2024-04-23T12:13:38Z")
Hi everyone! I’m a security mgr. using Kinetic. I’m working on reviewing our menu security, and I see some menus in the Ice.Menu db table that I can’t see in the application at all. For instance, Financial Management… --- ## [Error Running Standard Menu Security Audit Report](https://www.epiusers.help/t/error-running-standard-menu-security-audit-report/113698)
**Author:** [@Marwa\_Mohamed](https://www.epiusers.help/u/Marwa_Mohamed)\ **Replies:** 0\ **Last updated:** [April 15, 2024, 7:08am UTC](https://www.epiusers.help/t/error-running-standard-menu-security-audit-report/113698 "2024-04-15T07:08:30Z")
I encountered an error when running the standard menu security audit report in both the production and pilot systems. The error message is as follows: \[Program Ice.Services.Lib.RunTask when executing task 1465892 raised … --- ## [Supplier Maintenance - Custom Permissions](https://www.epiusers.help/t/supplier-maintenance-custom-permissions/112723)
**Author:** [@Cyclonaut](https://www.epiusers.help/u/Cyclonaut)\ **Replies:** 7\ **Last updated:** [March 15, 2024, 1:24pm UTC](https://www.epiusers.help/t/supplier-maintenance-custom-permissions/112723 "2024-03-15T13:24:44Z")
Hello, Working with E10 in this case. I’ve been asked to modify access to the Suppliers Maintenance form for users currently with that security group assigned to them. Basically, there would be three ‘tiers’. Full A… --- ## [Kinetic Menu Management explaination](https://www.epiusers.help/t/kinetic-menu-management-explaination/110618)
**Author:** [@LarsonSolutions](https://www.epiusers.help/u/LarsonSolutions)\ **Replies:** 5\ **Last updated:** [January 11, 2024, 2:16pm UTC](https://www.epiusers.help/t/kinetic-menu-management-explaination/110618 "2024-01-11T14:16:19Z")
I realize that the Kinetic interface for managing the menu has been out for a while. I am using the browser more now because of speed and forcing me to use Kinetic screens when possible. Problem is, it seems like a rea… --- ## [Kinetic Upgrade Broke Permissions](https://www.epiusers.help/t/kinetic-upgrade-broke-permissions/107855)
**Author:** [@dishmael](https://www.epiusers.help/u/dishmael)\ **Replies:** 4\ **Last updated:** [October 11, 2023, 7:03pm UTC](https://www.epiusers.help/t/kinetic-upgrade-broke-permissions/107855 "2023-10-11T19:03:55Z")
Hi All, We recently upgraded to Kinetic and have started testing. My users are unable to access menus they were able to access prior to the upgrade. I tried fiddling with the security groups and menu security, but nothi… --- ## [User Cannot Access Order Entry](https://www.epiusers.help/t/user-cannot-access-order-entry/105385)
**Author:** [@dishmael](https://www.epiusers.help/u/dishmael)\ **Replies:** 5\ **Last updated:** [July 25, 2023, 8:27pm UTC](https://www.epiusers.help/t/user-cannot-access-order-entry/105385 "2023-07-25T20:27:57Z")
I have a new user who I gave normal permissions to. They for some reason cannot see or use the order entry screen. They have all the permissions to access it. I even tried removing any access restrictions from the menus … --- ## [Cannot find menus that correspond with Ice.Menu database entries](https://www.epiusers.help/t/cannot-find-menus-that-correspond-with-ice-menu-database-entries/99663)
**Author:** [@Potato](https://www.epiusers.help/u/Potato)\ **Replies:** 1\ **Last updated:** [February 17, 2023, 10:09pm UTC](https://www.epiusers.help/t/cannot-find-menus-that-correspond-with-ice-menu-database-entries/99663 "2023-02-17T22:09:27Z")
I wanted a way to lookup all the menus that a user can access. Sounds simple enough. From Ice.Security, I can lookup all the security groups that a user belongs to. Then, I can look at each of those security groups and… --- ## [Menu Security IDs shared by parent (folder) and child (app)](https://www.epiusers.help/t/menu-security-ids-shared-by-parent-folder-and-child-app/55118)
**Author:** [@Henry\_Burke](https://www.epiusers.help/u/Henry_Burke)\ **Replies:** 5\ **Last updated:** [June 29, 2022, 11:12pm UTC](https://www.epiusers.help/t/menu-security-ids-shared-by-parent-folder-and-child-app/55118 "2022-06-29T23:12:36Z")
The security model has a few Menu IDs that share Security IDs between two hierarchical levels - Parent folder and child app. Not very helpful imho. Changing the parent to wide open also sets the child wide open, and co… --- ## ["Update of global records not allowed"](https://www.epiusers.help/t/update-of-global-records-not-allowed/64991)
**Author:** [@Ernie](https://www.epiusers.help/u/Ernie)\ **Replies:** 3\ **Last updated:** [May 4, 2022, 4:31pm UTC](https://www.epiusers.help/t/update-of-global-records-not-allowed/64991 "2022-05-04T16:31:45Z")
Trying to set up security for a new Public Cloud, but I can’t change any of the “Allow Access” or “Disallow Access” under Menu Maintenance as the check boxes are greyed out. @Mark\_Wonsil pointed me to this document htt… --- ## [DMT Menu Security - EntryList Read only?](https://www.epiusers.help/t/dmt-menu-security-entrylist-read-only/89391)
**Author:** [@TerryR](https://www.epiusers.help/u/TerryR)\ **Replies:** 1\ **Last updated:** [April 12, 2022, 10:17pm UTC](https://www.epiusers.help/t/dmt-menu-security-entrylist-read-only/89391 "2022-04-12T22:17:08Z")
I’m looking to DMT updated security groups into the menu security table. But DMT is saying that the EntryList column is Read Only and won’t update it. I can add them to the SysUserFile table without issue. How can I… --- ## [How to copy Menu Rights from one user to another user](https://www.epiusers.help/t/how-to-copy-menu-rights-from-one-user-to-another-user/56985)
**Author:** [@aaronssh](https://www.epiusers.help/u/aaronssh)\ **Replies:** 5\ **Last updated:** [November 17, 2021, 5:43pm UTC](https://www.epiusers.help/t/how-to-copy-menu-rights-from-one-user-to-another-user/56985 "2021-11-17T17:43:58Z")
I have been asked to copy Menu Rights from one user to another user many times over the years and have always done it manually, always a time consuming pain point. I am assuming that many of you have done this too so I a… --- ## [Web Access - Group not working on web version](https://www.epiusers.help/t/web-access-group-not-working-on-web-version/83447)
**Author:** [@rfleischmann](https://www.epiusers.help/u/rfleischmann)\ **Replies:** 0\ **Last updated:** [October 12, 2021, 2:27am UTC](https://www.epiusers.help/t/web-access-group-not-working-on-web-version/83447 "2021-10-12T02:27:58Z")
Hello, We want to control who can access the Time and Expense within Epicor, especially since we added a custom button in MES to bring them to the web version of Time and Expense. When the security manager created the g… [Next page](https://www.epiusers.help/tag/menu-security/466.md?match_all_tags=true&page=1&tags%5B%5D=menu-security)