How can I make Household Merge unavailable to a user group?
RecTrac 3.1.10.29.00
Table of Contents
Problem
I want to remove the option for Household Merge for a User group to prevent any issues that can hurt the database.
Solution
You can make this change by changing the Menu of that particular User Group. It will no longer appear even if they search for it.
Steps For Solution
- From the RecTrac main menu, go to Menu Management.
- Highlight the menu record from the DataGrid that is linked to the Menu Design code associated with the desired User Group.
3. Click Change. - Under Fields On Screen, expand Management (RecTrac_MenuDefault_Tab_Management)(Tab).
- Expand Management Programs (RecTrac_MenuDefault_MenuGroup1)(Group).
- Expand System Management (RecTrac_MenuDefault_Button12)(Button).
- Expand Household Management (RecTrac_MenuDefault_MenuGroup33)(Group).
- Highlight Household Transfer/Merge (RecTrac_MenuDefault_Button_HouseholdMerge)(Button).
- Click Advanced Field Parameters.
- Set Field Status as Hidden.
- Click Save to save the parameters.
- Click Done to save the Menu Design.
Next time users of the user group linked to this menu design sign into RecTrac, they will no longer have access to the Household Transfer/Merge program.