Difference between revisions of "Why can't a new employee see an existing menu?"
From Catalyst
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== Summary == | == Summary == | ||
− | [[Adding | + | [[Adding options to custom menus|Custom menus]] have to be configured to be available to users before those users can see the them. |
{{Warning|text=When you create a new employee Platinum '''doesn't''' automatically allocate menus.}} | {{Warning|text=When you create a new employee Platinum '''doesn't''' automatically allocate menus.}} | ||
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== See also == | == See also == | ||
− | * [[Adding | + | * [[Adding options to custom menus|Editing Custom menus]] |
{{KB_Tags|new employee, custom menus, missing}} | {{KB_Tags|new employee, custom menus, missing}} | ||
{{TShoot}} | {{TShoot}} |
Latest revision as of 06:29, 15 January 2019
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