Menu Security: User Groups and Access Levels

Menu Security: User Groups and Access Levels

Summary: Create security groups and assign Windows domain usernames to control access across WinServe Plus.

Quick answer

Use Menu Security to define groups (e.g., Order Entry, Proof, Billing) and assign Windows usernames. To enable a feature, select it explicitly on the group tabs.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Menu Security** and create a **Security Group** for each functional role (e.g., Order Entry, Proof, Billing).
    media/menu-security-setup-01.png

    [Insert screenshot for Step 1]

  2. Assign **Windows domain usernames** to each group (security is based on domain login).
    media/menu-security-setup-02.png

    [Insert screenshot for Step 2]

  3. On each tab (covering all WinServe modules), **select** the features the group can access; unselected items are disabled.
    media/menu-security-setup-03.png

    [Insert screenshot for Step 3]

  4. Save and have users restart WinServe to apply permissions.
    media/menu-security-setup-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Users can access only the menus/features granted to their group.

Troubleshooting

If everyone shares one Windows username, group security will not work as intended; assign unique logins per user.

  • X

    • Related Articles

    • Web: Maintain Users (ordering portal accounts)

      Summary: Create and manage customer web accounts that map to WinServe customers. Quick answer Each web account has a username/password and a linked “ordering customer”; contacts pick their name at login. Additional customers can be linked for status ...

    • Dispatcher Groups & Dispatcher Profiles (Power Boards Setup)

      Summary: Create dispatcher groups, assign dispatchers to boards/servers, and configure Dispatcher Profiles used by the power dispatch boards. Quick answer Use Dispatcher Group Maintenance to organize dispatch responsibilities; assign dispatchers to ...

    • Help Menu & Updater Tools (Models, Programs, Manuals, What’s New)

      Summary: Use the Help menu to load models, update programs, open manuals/FAQs, view recent updates, and download the updater utility. Quick answer From **HELP**, you can **LOAD MODELS**, **UPDATE PROGRAMS**, open **Manual/FAQ**, **What’s New**, and ...

    • Set up Billing Items

      Summary: Create short, clear billing item names used on invoices. Quick answer Keep the list short and straightforward so items are easy to select and read on invoices. What you need WinServe+ access Appropriate role/permissions (as required) Steps ...

    • What’s New in WinServe+ 9.0x — Addendum (Customer‑Visible)

      Summary: Additional user‑visible changes not covered in the first highlights: task tab action calendar, claim number search, power dispatch switch job type, default email receipts, colorization, etc. Quick answer This addendum covers minor yet ...