Difference between revisions of "Why can't a new employee see an existing menu?"
From Catalyst
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* Add the included or excluded employees to the {{DataPrompt|Menu Users}} list using the {{DataPrompt|Add}}, {{DataPrompt|Edit}} and {{DataPrompt|Remove}} options. You can use {{KeyPress|C-F1}} to search for any employee codes if you do not know them. | * Add the included or excluded employees to the {{DataPrompt|Menu Users}} list using the {{DataPrompt|Add}}, {{DataPrompt|Edit}} and {{DataPrompt|Remove}} options. You can use {{KeyPress|C-F1}} to search for any employee codes if you do not know them. | ||
− | == See | + | == See also == |
* [[Adding Items to Custom Menus|Editing Custom menus]] | * [[Adding Items to Custom Menus|Editing Custom menus]] | ||
{{KB_Tags|new employee, custom menus, missing}} | {{KB_Tags|new employee, custom menus, missing}} | ||
{{TShoot}} | {{TShoot}} |
Revision as of 17:27, 13 December 2013
Summary
Custom menus have to be configured to be available to users before those users can see the them.
![]() | When you create a new employee Platinum doesn't automatically allocate menus. |
- You may have management menus that you don't want these new employees to see.
- You may have menus that are specific to a department.
More Information
To allocate employees to an existing custom menu you will need to go to " Reports & Settings Maintenance Options Add or Edit Custom Menus".
- Choose the custom menu you want this employee to see and allocate the user to the menu by choosing the "Users" tab.
- At "User list", you can either choose:
- 'Include' and list the users you want to be able to see the menu.
- 'Exclude' where everyone except the users on the list will see the menu. With this option any new users will see the menu.
- Add the included or excluded employees to the "Menu Users" list using the "Add", "Edit" and "Remove" options. You can use <Ctrl+F1> to search for any employee codes if you do not know them.
See also