About window-level and menu-level access rights

Assigning a user to a security group provides that user all the access rights associated with the security group. Sage 100 Contractor applies the access rights only when you have set up window-level and menu-level security on a menu command that opens a window.

Suppose you assign to a security group titled General Ledger Clerk only the right to save and delete records. Then, you set up window and menu-level security for each window under the general ledger—1-1 Checks/Bank Charges, 1-2 Deposits/Interest, 1-3 Journal Transactions, 1-4 Recurring Journal Transactions, 1-5 Bank Reconciliation, 1-6 Period/Fiscal Year Management, 1-7 Ledger Accounts, 1-8 General Ledger Setup, and 1-9 Company Departments.selecting only the General Ledger Clerk group to have access to those windows.

• Example 1. Gerald is assigned to the General Ledger Clerk group. When Gerald opens the 1-1 Checks/Bank Charges window, he can only save and delete records.
• Example 2. A security group titled Payroll Clerk has rights to save records, change posting periods, print checks, and void or delete records. Each window under payroll is assigned window and menu-level security. Only users assigned to the Payroll security group can open those windows.
• Example 3. Dianna is assigned to both the General Ledger Clerk and Payroll Clerk groups. When Dianna opens any of the payroll windows, she has the access rights assigned to the Payroll Clerk group. And when Dianna opens any of the general ledger windows, she has the access rights assigned to the General Ledger Clerk group.