Menu Security Tab

---

Use this tab to set up menu security to specify which forms users can access. You can use this feature when some users must be restricted to read-only access to particular forms, while others are allowed full access.

Modules

The Module checkboxes provide a shortcut to enable and disable all menu options for that module. The Module label displays in yellow text when not all menu options for the module have been selected for the user.

Menu Access

The table displays the base functions by module: Data Entry, Enquiry, Process, and Reports.

Click the + button next to each function to expand the selection. All purchased modules displays for selection. Click the + button again to display specific forms within each function and module.

Select the option next to the form you can access, or remove the tick to deny them access to that form.

You can right click to show a sub-menu which enables you to do any of these within the table:

• Expand all
• Collapse all
• Select all
• Deselect all

Web access is permitted

Select this option to enable the user to access internet sites and Google Maps from address forms.

Allow email from address

Select this option to enable the user to send an email from an address form.

Note: Emails generated this way are not integrated with CRM, so no formal record of the communication is created.

View users

Select this option to enable the user to view a summary of users logged into Greentree Desktop.

System info

Select this option to enable the user to view system information.

Explorer

Select this option to give the user access to the Explorer feature. The number of objects to load indicates how many objects return by default to the Explorer query table for the user.

Can send messages

Select this option to enable the user to send messages on the Send User Messages form.

Note: Menu security does not apply to the super user as that user is assumed to have access to all forms.

• Cross Functional Address Features
• Explorer

---