RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
9 Select the Menu Group to which you wish to link this user. The menu group that you select will dictate which
menus this user can access.
10 Enter information in all remaining fields, or leave their default settings. Press F1 for field-level Help as needed.
11 Click Done to save your changes and the newly added user and return to the Security Maintenance screen. Your
newly added user will be listed in the browser box.
12 Click Exit to return to the Main Menu.
Limiting or Customizing Menus
Creating menu groups allows you to restrict users’ access to certain programs. You link menu
groups to particular users in Security File Maintenance. Certain menu groups (e.g., ZZZZZ) allow
access to all programs within RecTrac. A system administrator might be linked to the ZZZZZ
menu group, whereas a clerk might be linked to the CLERK menu group, which only allows
access to a select module’s daily processing, inquiry, or reports programs.
Note: Another method of restricting user access to certain programs is by Editing Menu
Permissions.
1 Go to Files � System � Users/Menus Maintenance � Menu Group Maintenance. You will proceed to the Menu
Group Maintenance screen.
2 Click Add to add a new menu group. You will proceed to the Menu Group Core Information screen.
3 Enter the Menu Group name consisting of five or fewer alphanumeric characters.
4 Click Next. Enter the menu group Description and if desired, a Background Bitmap and custom Display Title.
5 Click Menu Items. You will continue to the Menu Group Permissions screen.
6 Select a Base Menu Group on which you wish to base your new group.
7 Select which hot buttons you want to clone from the base menu group, if any.
8 For each Module and Functional area, select whether you wish to allow access to this module’s function, or leave
blank if you do not.
Hint: Click All On or All Off to quickly select or deselect all modules and functions.
9 When you have finished defining the menu group, click OK.
10 An informational message will display the name of your new menu group and the menu group on which it was
based. The following question will display: "Continue with Menu Update?" Click Yes to begin the menu creation
process. You will return to the Menu Group Maintenance screen where your newly added menu group will be
added to the browser box. You can now link this menu group to one or more users using the Security File
Maintenance program.
11 Click Exit to return to the Main Menu.
Editing Menu Permissions
To Edit Menu Permissions by Module:
1 Go to Files � System � Users/Menus Maintenance � Menu Group Maintenance.
2 Highlight the menu group that you wish to edit.
3 Click Change. You will continue to the Menu Group Core information screen.
4 Click Menu Items to alter the permission selections that already exist. You will proceed to the Menu Group
Permissions screen.
5 Make all applicable permissions changes for the selected Menu Group. When you have finished, click OK to save
your changes and return to the Menu Group Maintenance screen.
To Edit Menu Permissions by Program:
1 Select the Function in which you wish to work on Menu Permissions.
2 If you have right to Edit Menus (set in Security Maintenance), go to Function � Edit Desktop � Pull-Down Menu
Maintenance. You will proceed to the Menu Permissions Edit screen.
3 Select an item from one of the pull-down menus. When you click on the menu item it will appear in the Menu
Permissions Edit dialog box.
6/9/2008 82 Vermont Systems, Inc.