Why can't a new employee see an existing menu?

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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


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Keywords AND Misspellings
new employee, custom menus, missing