web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

(1) ShareShare
ReportReport
Posted on by

Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Antonijo Todorovik Profile Picture
    4,025 on at
    RE: Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

    Hi dnb.

    I have just sent you an email, explaining step by step what you can do on setting up security levels and how to do it.

    Kind regards, A.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

    Store Operations Manager

    File -> Security -> Set Security

    Press -> Ctrl + Alt + S

    All Menu should changed to blue. Right click the menu and you can disable the menu by security level.

    Hope this helps.

    Danny

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

    Actually the help guide included with RMS explains how the security works pretty well.  It also goes through each step on how to setup the security.  Press F1 -> search for security.

  • Community Member Profile Picture
    on at
    RE: Please, I have question on RMS Security. Is there a video which shows how to setup security level to access only inventory menu or a certain menu? Please, I greatly appreciate your help.

    got it. thank you so much.

    To Setup New Users:

    1.Double Click> Store Operations Manager Icon

    2.Log in with your >  Store Ops Manager Admin Account

    3.Click> Database

    4.Click> Cashier

    6.Select/Click>New

    *Note:  Set-up employee security levels based on access / control capability.

    Set Level '0' as the highest level (for owners / administrators),

    Level '1' for Managers,

    Level '2' for Team leaders,

    Level '3' for cashiers and

    Level '4' for data entry / inventory personnel.

    To Restrict Menu Access for New Users:

    1.Double Click> Store Operations Manager Icon

    2.Log in with your >  Store Ops Manager Admin Account

    3.Click> File\Set Security

    4.Press> Ctrl/S

    5.Press> Ctrl/Alt/S  (is a toggle switch to turn on/off)    

    6.The Top Menu Headings should turn ‘RED’

    7.Select/Each Top Heading Menu>          (example: Inventory)

    8.Right Click> Inventory Menu

    9.Place> Check mark        where you wish not to allow the Security Level 4 access to.

    10.Press> Ctrl/Alt/S    (to turn off-this is a toggle switch)

    11.Click> File/Set Security  (get out of security mode)

    12.Always test by signing in with userid/pwd in store manager.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans