Menu Security: Groups, Users, and Menus
Summary: Create groups, add Windows domain usernames, and select allowed menu items per tab; then activate security.
Quick answer
Define groups, add Windows users/logons, select menu permissions on each tab, then contact Tristar to activate.
What you need
- WinCopy SQL v9.0.06+
- Appropriate role/permissions (as required)
Steps
Open Menu Security; create a group title.
media/menu-security-setup-01.png
[Insert screenshot for Step 1]
Add users (Windows domain logins) or create logons.
media/menu-security-setup-02.png
[Insert screenshot for Step 2]
Click Menu and check allowed items on each tab; save.
media/menu-security-setup-03.png
[Insert screenshot for Step 3]
Contact Tristar to activate security once configured.
media/menu-security-setup-04.png
[Insert screenshot for Step 4]
Confirm it worked
Users see only permitted menus after restart.
Troubleshooting
If everything hides, ensure a super user exists and permissions were set before activation.
Related articles
Related Articles
Email Settings & Auto Email Templates
Summary: Configure SMTP settings and build HTML templates with merge fields; attach models when needed. Quick answer Set SMTP (test before exit); in templates, check Enable HTML and insert merge fields; attach models tagged with @T. What you need ...
Right‑Click Menu Productivity Shortcuts
Summary: Perform high‑volume actions from the list: edit, status, print packages, duplicate, and more. Quick answer Right‑click selected rows to access power actions; use Windows multi‑select (Shift/Ctrl). What you need WinCopy SQL v9.0.06+ ...
Getting Started with WinCopy
Summary: Initial setup path: enter/convert customers, set up courts and servers, run sample jobs, then configure billing. Quick answer Start by loading customers, courts (if outside CA), and servers; then enter a few sample jobs end‑to‑end to ...
Phrases & Status Phrases
Summary: Standardize text and statuses. Quick answer Maintain fill-in and status phrases. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Phrases media/maintenance-phrases-status-01.png [Insert screenshot] Create phrases ...
Facility Maintenance & Related Facilities
Summary: Manage facilities and relationships. Quick answer Maintain facilities and link related locations. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Facility Maintenance media/maintenance-facilities-related-01.png [Insert ...