Tutorial -- An Access menu / permissions system

SydneyGeek

MrExcel MVP
Joined
Aug 5, 2003
Messages
12,251
This is a post to put in one place an approach I use for giving different access levels to different groups of users in your Access databases. It also provides a flexible menu that adjusts to the user's permissions. It does not require the users to log in: their Windows login name is captured when they open the database. It is easy to restrict the forms. reports etc that they can use, simply by maintaining two tables; one for access levels, and one for menu items.
Parts of this have appeared on this Board before: parts are new. I hope you find it useful.

The login / menu form

You will need:

1. A table called tblStaff, with at least the fields Login and Permissions. Both are Text fields.
(a) In Login, enter the Windows login name of each user who will have ability to add or change data. Those whose names do not appear here will have read-only access to the database.
(b) In Permissions, give them values Edit or Admin

2. A form that opens as your main menu. In this example the form is frmMenu. On this form you need 2 hidden textboxes called txtUser and txtLevel.
In the Form's Load event you will need this code:

If you don't know how to do this, here's how:
Go to the form's Properties.
Click the Events tab.
Double-click the blank Load row, so you see Event Procedure.
Click the Builder (...) button to go to the code window.
Paste this code in, replacing this stuff:
Code:
Private Sub Form_Load

End Sub
With the code you copied.

Here it is:
Code:
Private Sub Form_Load()
    Dim sPermit As String
    Dim iAccess As Integer
    Dim Ctl As Access.Control
    Me.txtUser = Environ("username")
    If IsNothing(Me.txtUser) Then
        sPermit = "ReadOnly"
    Else
        sPermit = GetPermission(Me.txtUser)
    End If
    Select Case sPermit
        Case "Edit"
            iAccess = 2
        Case "Admin"
            iAccess = 3
        Case Else
            iAccess = 1
    End Select
    Me.txtLevel = iAccess
End Sub

Private Function GetPermission(sUser As String)
    If (IsNothing(DLookup("Permissions", "tblStaff", "Login='" & Forms!frmmenu!txtUser & "'"))) Then
        GetPermission = "ReadOnly"
    Else
        GetPermission = DLookup("Permissions", "tblStaff", "Login='" & Forms!frmmenu!txtUser & "'")
    End If
End Function

You give the lowest number to the lowest level of access. So, 1 is for general users whose names do not appear in the login table. They will have read-only access to forms. 2 is for those with more permissions. They will be able to add and edit data. 3 is for those with Admin privileges. They will be able to change user settings and make other behind-the-scenes modifications.

3. On each form that opens you need this in the Form_Load event:

Code:
If forms!frmMenu!txtLevel = 1 Then
   Me.AllowEdits = False
Else
   Me.AllowEdits = True
End If

A listbox to provide the menu items

This listbox will give the users the menu choices they need to navigate through the database. It is based on a table called MenuItems, with these fields:

Code:
Item        Text     The descriptive text that appears in the listbox
Level       Number   1, 2 or 3
Form        Text     The name of the form or report to open
ObjectType  Text     Form or Report
SortOrder   Number   Adjust to suit. List is sorted in ascending order.

The listbox itself is called lstMenu. It lives on the menu form that you created in the first part of this tutorial. It has these properties:

Code:
Row Source Type      Table/Query
Row Source           SELECT MenuItems.Item, MenuItems.Form, MenuItems.ObjectType FROM MenuItems WHERE (((MenuItems.Level)<=Forms!frmmenu!txtLevel)) ORDER BY MenuItems.SortOrder
Column Count         5
Column Widths        3;0;0;0;0
Bound Column         1

Populate the table and build the listbox. Check to see that it works OK. You can do that by giving yourself different levels of access in the login table, closing and re-opening the menu form and checking that the menu adjusts. Now, to make it launch the forms and reports, you will need this code in the Click event of the listbox:

Code:
    Dim sForm As String, sType As String
    sForm = Me.lstMenu.Column(1)
    sType = Me.lstMenu.Column(2)
    Select Case sType
        Case "Form"
            DoCmd.OpenForm sForm
        Case "Report"
            DoCmd.OpenReport sForm, acViewPreview
    End Select


A general function to test for "nothing"
This function below needs to go in a general code module. You will find yourself using it for much more than just the login form.

Code:
Public Function IsNothing(ByVal varValueToTest) As Integer
'-----------------------------------------------------------
' Does a "nothing" test based on data type.
'   Null = nothing
'   Empty = nothing
'   Number = 0 is nothing
'   String = "" is nothing
'   Date/Time is never nothing
' Inputs: A value to test for logical "nothing"
' Outputs: True = value passed is a logical "nothing", False = it ain't
' Created By: John L viescas 01/31/95
' Last Revised: John L viescas 01/31/95
'-----------------------------------------------------------
Dim intSuccess As Integer

    On Error GoTo IsNothing_Err
    IsNothing = True

    Select Case VarType(varValueToTest)
        Case 0      ' Empty
            GoTo IsNothing_Exit
        Case 1      ' Null
            GoTo IsNothing_Exit
        Case 2, 3, 4, 5, 6  ' Integer, Long, Single, Double, Currency
            If varValueToTest <> 0 Then IsNothing = False
        Case 7      ' Date / Time
            IsNothing = False
        Case 8      ' String
            If (Len(varValueToTest) <> 0 And varValueToTest <> " ") Then IsNothing = False
    End Select


IsNothing_Exit:
    On Error GoTo 0
    Exit Function

IsNothing_Err:
    IsNothing = True
    Resume IsNothing_Exit

End Function

Denis
 
Hi, I am coming into this discussion late, but am very excited to have this system in place.

In my Private Sub Form_Load() module, I get this error:

Code:
Compile error: 
Method or data member not found
at this line:

Me.txtUser = Environ("username")

Please let me know what I am missing -

Thanks for this tutorial and thanks for the assitance!


This is the whole text I pasted into the Form_frmMenu object.
Code:
Private Sub Form_Load()
    Dim sPermit As String
    Dim iAccess As Integer
    Dim Ctl As Access.Control
    Me.txtUser = Environ("username")
    If IsNothing(Me.txtUser) Then
        sPermit = "ReadOnly"
    Else
        sPermit = GetPermission(Me.txtUser)
    End If
    Select Case sPermit
        Case "Edit"
            iAccess = 2
        Case "Admin"
            iAccess = 3
        Case Else
            iAccess = 1
    End Select
    Me.txtLevel = iAccess
End Sub

Private Function GetPermission(sUser As String)
    If (IsNothing(DLookup("Permissions", "tblStaff", "Login='" & Forms!frmmenu!txtUser & "'"))) Then
        GetPermission = "ReadOnly"
    Else
        GetPermission = DLookup("Permissions", "tblStaff", "Login='" & Forms!frmmenu!txtUser & "'")
    End If
End Function

and this into Module1
Code:
Public Function IsNothing(ByVal varValueToTest) As Integer
'-----------------------------------------------------------
' Does a "nothing" test based on data type.
'   Null = nothing
'   Empty = nothing
'   Number = 0 is nothing
'   String = "" is nothing
'   Date/Time is never nothing
' Inputs: A value to test for logical "nothing"
' Outputs: True = value passed is a logical "nothing", False = it ain't
' Created By: John L viescas 01/31/95
' Last Revised: John L viescas 01/31/95
'-----------------------------------------------------------
Dim intSuccess As Integer

    On Error GoTo IsNothing_Err
    IsNothing = True

    Select Case VarType(varValueToTest)
        Case 0      ' Empty
            GoTo IsNothing_Exit
        Case 1      ' Null
            GoTo IsNothing_Exit
        Case 2, 3, 4, 5, 6  ' Integer, Long, Single, Double, Currency
            If varValueToTest <> 0 Then IsNothing = False
        Case 7      ' Date / Time
            IsNothing = False
        Case 8      ' String
            If (Len(varValueToTest) <> 0 And varValueToTest <> " ") Then IsNothing = False
    End Select


IsNothing_Exit:
    On Error GoTo 0
    Exit Function

IsNothing_Err:
    IsNothing = True
    Resume IsNothing_Exit

End Function
 
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Hi Denis,

Great code it is exactly what i have been looking for! My question is, My DB already has a Main menu swithcboard on it. will this code be able to work in conjunction with it or do i have to build a new main menu? My menu has command buttons to take the user to different forms

Thanks,

Jacob
 
Upvote 0
@sjl,

Sorry for the delay in replying. Because of the database update that happened a year or so ago, this article dropped off my history list so I didn't get a message when you posted.
I hope you solved the issue -- if not, take a look at references and check if any are missing. If so, remove the selection, scroll down the list to find the latest matching item, and select that. the other possibility is that you didn't have a textbox called txtUser.

@Jacob,

You can mix and match components of this form with your existing one as long as it's not the switchboard generated with the Switchboard Manager. That form is a special case.
If it's a standard form with buttons you should be able to transfer the bits you need. I can't give much more detail until I know what you are planning to use, but be aware that the textboxes mentioned in the code must be present on the form, or you will get errors.

Denis
 
Upvote 0
Denis,

My switch board is a standard form with buttons. There are two sub-menus and then the forms.

A second question I have is with the "Read Only" access, Whe I have had someone else use the db they access restrictions work on what forms they see and that they can't type over an existing entry but they are still allowed to enter a new entry. how can i prevent this?

Thanks Again!

Jacob
 
Upvote 0
I figured out how to dis-allow additions and deletions. I'm still working on applying it to my swithcboard form.

Thanks again,

Jacob
 
Upvote 0
Denis,
Thank you for this permissions code. This is great!
I am getting an error; Compile Error - Method or data member not found.
The portion of code highlighted is the .txtUser after the first "Me".

I have modified the code only with respect to the number of cases - I have 7 with 1 being a user not on the list for read-only privileges.

I have followed your instructions with the creation of tables and forms. I did notice that the txtUser field in the frmMenu is "unbound". Where should that be bound to? Otherwise, I can't figure out what I did wrong.

Thanks
Adam
 
Upvote 0
I figured out a way to get past the compile error. I am working on Access 2010 and it seemed to like "!" rather than "." . So, I changed those as needed and now it works fine.
One question. It doesn't automatically pull the level data for the user. It's prompting me to enter a level and it will accept any number listed even if my security level is less than the number I'm giving it. So, I guess in that regard, it doesn't work. Did I screw something up by using "!" instead of periods? Or, is that part not automated?
Thanks
Adam
 
Upvote 0
Adam, I'll take a look at it in 2010 -- so far, not tested there (I have used it successfully in 2002, 2003, 2007 without changes).

Thanks for the heads-up.

Denis
 
Upvote 0
Hi Denis,

Great code it is exactly what i have been looking for! My question is, My DB already has a Main menu swithcboard on it. will this code be able to work in conjunction with it or do i have to build a new main menu? My menu has command buttons to take the user to different forms

Thanks,

Jacob

Hi Denis,

I have the Same question as Jacob.
I've got a Main Menu which is made from a form. I have Buttons on there and would prefer to use these instead of the list if possible.
How do i go about doing that? Is it a matter of changes a few things or does it become complicated?

Thanks

Wayne
 
Upvote 0
Also on the Form with level 2 access, I still want a couple fields disabled within. My plan was to lock it but i'm guessing a disable function would be better?
 
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