I’m not in the same version as you, however, when you added this dashboard as a menu item, is it set as Security Manager Only? That would explain why setting the user as a security manager allowed access.
I am surprised no one jumped on you for this one! You really should only have one or two security managers. Having regular users as security managers is a big security issue and I don’t think anyone here would recommend going this way.
Having said that, I realize you have to keep working and you cant stop working just because Epicor can’t keep up! Take some time to work in your Pilot database. Remove your user permissions and add them back in one at a time, making sure to only allow security manager on the one or two security managers, not everyone! Once you see how to setup the users properly using the Pilot database, take a long weekend and do the same thing to your live database.
I know this doesn’t directly answer your questions, but this should get you going in the right direction.
@FionaLas
Sometimes the permissions issue is not at the menu item, but at the folder item level. Make sure that permissions are allowed at the folder and parent folder levels. Thoroughly review the settings for User Account Security Maintenance. Make sure to check the groups that the user has permissions to. Check Security Group Maintenance to see the groups. After that, check the Menu Maintenance to see which groups are allowed and not allowed.
