FastTrac: Simple Menu Permissions
Part 2 of Menu Design within RecTrac 3.1
Summary
Join Brian Hatch as he reviews Simple Menu Permissions in RecTrac 3.1
Video
Transcript
There are two ways you could set up a menu in 3.1. Using simple menu permissions, or using menu management, post migration, you are set up with simple menu permissions. This setup will closely mimic what you had for access in 10.3, and matches up the corresponding programs from 3.1. With those 10.3 functions, thus allowing you to use the database for testing immediately after your test migration without the hassle of additional configuration steps. For every menu, from 10.3, you have a corresponding user group. To highlight this, I'm going to Click on my menu in the top left and Type in the word Profile. I'm going to Click on Profile assignments. And in the middle column, I will expand user groups. And I'll expand admin user group. And I've already got a menu design already created in this database, just expand another one and another menu design for that corresponding user group as well. Open up one of these by hitting update in the bottom. By scroll down, you'll notice the Toggle for us simple menu permissions is turned on. This activates the bottom four pick lists. And again, it's broken down by function. So I have management, inquiry, processing, and reporting. And every module is available for each of these functions. So I'm currently in a clerk level group. And I don't have any management module options selected. So I would not be able to get to activity management, facility management etc. Also got the other groups again narrowed down based on how our 10.3 menu was set up to hopefully only include the modules that you use and are licensed for. If a user does not have access to something they need, so for example, if my clerk user group really should have access to do activity management, I could turn on the activity Toggle and save this Profile. Now with Menus, anytime you make a change to a menu, you would have to log out and log back in. But that gives you one example of how you could edit a menu for any particular group. Now the next question would be what group is my user or my users in from the menu, I could Type in user and open user management. So in here, I could verify for each individual user what group they're currently assigned to. And I could make reassignments as needed by clicking on the pencil to activate that function. And then making the change and the user group Field to get people into the right groups to drive the correct access. If you're looking to do more customization in your menu, and examples of that would be custom report buttons. Or if you're looking to dive into dashboards, it might make sense to convert over to our menu management option. Now this involves some additional steps. And we'll cover this in the next video but feel free to explore your menu items to determine if any additional adjustments are needed.