Is it possible to set up menu access to be company specific for users that have access to multiple companies?
Ex: We have a team which needs access to two companies, but should only have finance setup menu access on one company (A/R, A/P, GL).
We’ve gone to menu maintenance, but the ability to set Owning Company is greyed out, and “All Companies” is always checked. We really would rather not go through every single setup menu item to set it individually via Allow Access Groups/Users.We’ve also tried “Actions > Add to current company”, but it’s also “All Companies”.
Thank you, Kim. I submitted a case and referenced the PRB, but Epicor believes that its an enhancement and doesn’t have plans to back port to 10.2.300.x. It hasn’t been accepted to implement for 10.2.500 either that I can see.
If anyone knows of a work-around, I’m all ears. Would we need to create 50+ UI company-specific customizations to show blank screens when a user tries to access that menu item in Company A, and not Company B? That seems like an awful messy kludge…
Calvin - Great! Good idea. I just noticed that our existing security groups have a blank in owning company, and new security groups after we added a 2nd company have the current company you were active in when creating the group.
I guess we can change it after the fact with DMT or a UBAQ. I can see that being an enhancement request.
I usually make a new menu item and add the applicable security group to the new menu so I can control company access. Most of the time we find if a user gets access to multiple companies they will need the same menu access so I can get by with the original menu item.
We’re making some progress. I also put in an EpiCare ticket where the fix was to go to Menu Maintenance > File > New > Security. I added a new security ID which was company specific, named it CompanyB_0001 to not step on Epicor’s security ID. Click save, add the company specific security group as “allowed”. Save and Close.
Re-open, and the 2nd security ID disappeared from the menu item! Bug? Or am I doing something wrong?
If I try to add it again, I can find it from the SecurityID button search, and re-add it, but it always gets removed when I re-open (and the user can’t access the menu item).
@askulte It took me a long time to understand the layout of Menu Maintenance Security .
This (yellow highlight) is where you say “this menu item has this security.”
The Security list view is NOT a list of all the securities(?) associated with that menu item. It’s not. Really.
When you add one and multiple rows are in that grid, it’s only for your reference.Yes, it disappears immediately after you close the screen.
If you ever needed to modify one that existed and you already “lost it” by closing the screen, I guess you would need to assign it to a menu item (yellow in pic) and then modify it.
I would be careful to change the original Epicor security id. Why? at next upgrade you may have to do a similar exercise again. I never wanted to try to see what happened so I always create new menu security IDs that are custom to the individual companies and add users to security groups.
