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Navigation | Menu Setup | Adding Items and Folders | Copy Custom Menus | Delete Custom Menus | Example

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Navigation

Menu > Admin/Manager > System Setup > Account Information > Custom Menu Setup

This feature allows you to create a custom menu per Security Group. Doing so will then become their default menu, however, your users can always click Show All Apps in the lower right of the menu to see all the sections they have access to by the default Roles Menu.

NOTE: While you can edit the names of the buttons, the page it opens retains the original name.

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Menu Setup

The Security Groups are listed on the left and have no custom menus by default.

To start, highlight which group to customize, then click on the plus sign to start adding menu items.

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Adding Items and Folders

You can add Items or Folder from the Item list and choose the order in which they appear.

Folders can be given custom names and icons.

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Copy Custom Menus

You can also copy a Custom Menu from one group into another.

First, highlight the Group on the left you want to copy to.

Then click on the Copy button.

Choose the group to copy from.

Your highlighted group will now have the same custom menu as the group you copied from.

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Delete Custom Menus

You can delete individual items by clicking on the trash can icon to the right of the custom menu item.

Example of an item before deletion

Example after all custom menu items have been deleted

NOTE: If you delete all custom menu items, then the system will revert to the default menu for that security group.

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Example

Menu Setup

What the Menu looks like with the above setup