Ideas for SalesPad Desktop

Export Security & Sub Settings so I can compare security by group

I would like to compare my security setup per group but have not found an easy way to do so.    I can export the security grid but that doesn't show me the sub settings.   What about a security maintenance screen that will allow me to quickly and easily compare my security from group to group.  Or a better export that shows me all security and sub settings per group.

  • Guest
  • Oct 5 2015
  • Already exists
  • Attach files
  • Admin
    Jacob Pegg commented
    9 Jul, 2018 01:28pm


    It looks like you need some security enabled for the action dropdown and the plugin to show up.  

  • Brad Smith commented
    3 Jul, 2018 01:21pm

    Having difficulty locating the 'action drop down' in the Security Editor window. 
    At the top of the Security Editor window are buttons: Close, Save, Export Security, Import Security, Reset Database Version. Exporting Security creates a .salespadsc file type.
    Within the Security Editor window are panes: Users, User Properties, Groups, Group Properties, Security. In those panes, the drop-downs from the painfully small orange triangles do not include this menu item.
    The Action Drop Down is as elusive as the snipe from Up. Using v4.4.1.16. 

  • Admin
    Jacob Pegg commented
    29 Jun, 2018 04:13pm

    In security editor, click the action drop down and print user security.  In the popup menu, there are two selections to print, one of them being "User Group Difference Report".

  • Brad Smith commented
    29 Jun, 2018 03:55pm

    Post marked 'Already exists'. Where's it hiding SalesPad?