Menu Role Assignment
System Maintenance Menu -> Configure
System Settings -> Security Tab -> General
Settings -> Security Roles ->
MENU button -> Menu Role Assignment
The Menu Role Assignment utility can be used to view and
update Security roles assigned to menu options in the entire or
partial Menu Tree.
This menu/role utility can also be useful to identify standard menu
tree options that have not been assigned any role and then provides
the option to assign relevant roles.
This utility is only enabled if the role assigned to the
operator also has access to the Application
Menu utility, per the System - Application Menu flag in
Security Role Permissions, and cannot be
executed at the same time as the Application
Menu utility as they both impact the same files.
The prompts include:
-
- MENU
- Accept the main menu defined as the Company Menu in
Application Menu / Properties such as
TEX:0001 or select a preferred menu, custom menu, or sub-menu from
the drop-down box, as setup in the Application
Menu.
Only menu options accessed in the tree from this selected menu or
submenu will be included in the resulting list.
MENU OPTIONS
- Filter the options that are listed by one of the following:
Resulting Menu Security Header:
The header information displays the selected starting Menu in the
tree with description, and whether only Unassigned menus or All are
being listed.
If All menu options are listed, the following additional filters
can be used:
-
- AVAILABLE ONLY
- This field is only available if a specific Role has been
selected to view permissions.
Check this box to only list menu options that have been assigned
this role.
Uncheck this box to list all menu options in the selected tree
whether they are assigned this role or not.
SEARCH
- Enter any series of characters to return only menu options that
include that character set somewhere in the menu title.
This search is not case sensitive and if a submenu title matches
the search string, then all options under that submenu are also
returned.
Resulting Menu Security Listing:
The resulting paging screen lists the menu options as laid out in
the corresponding menu tree.
-
- When menus are being displayed for all Roles a Role
Assigned column is generated with a count of the number of
roles that have accessed to that menu option and a window is
provided to Assign Security Roles to
view and adjust the roles.
- When menus are being displayed for a single Role the role
column is labelled Available and a check mark in that field
indicated this role has access to that menu option.
Use the Available Only filter in the header to toggle
between all options or just those available to this role.
ACTIONS:
Additional actions provided by buttons on
the Menu Role Assignment screen include:
- List Menu Options with Role Access:
Click the EXCEL button to generate a spreadsheet
respecting the current filters, that lists the menu options with
the role assignment.
Topic Keyword: MENU12 (5802)