About window and menu-level security

Window-level security lets you limit a security group’s ability to open specific windows within Sage 100 Contractor. You can set up window-level security on a menu command that opens a window or sub-level window.

Suppose a small company has three security groups: General Ledger Clerk, A/P A/R Clerk, and Payroll Clerk. Using the window and menu-level security, you can allow only members of the General Ledger Clerk group access to windows related to general ledger operations; the A/P A/R Clerk group to accounts payable and accounts receivable operations; and the Payroll Clerk group to payroll operations.

For menu commands that open a window, Sage 100 Contractor allows access only by users in the selected security groups, and applies the access rights assigned to each group.

For menu commands that open a different menu item, Sage 100 Contractor allows access only by users in the selected security groups. For example, you can provide the General Ledger Clerk group access through menu 1-General Ledger. However, this does not apply the access rights to the items under menu 1-General Ledger.

Important! Assigning security to a window or menu command does not restrict Dashboard access to the information aggregated by that window or module. You must assign security to Dashboard information separately.