Difference between revisions of "Why can't a new employee see an existing menu?"
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== Summary == | == Summary == | ||
− | [[Adding Items to Custom Menus|Custom menus]] have to be | + | [[Adding Items to Custom Menus|Custom menus]] have to be configured to be available to users before those users can see the them. |
{{Warning|iconsize=small|text=When you create a new employee Platinum '''doesn't''' automatically allocate menus.}} | {{Warning|iconsize=small|text=When you create a new employee Platinum '''doesn't''' automatically allocate menus.}} | ||
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== More Information == | == More Information == | ||
− | To allocate | + | To allocate employees to an existing custom menu you will need to go to "Reports and Parameters" -> "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 | + | * Choose the custom menu you want this employee to see and allocate the user to the menu by choosing the {{DataPrompt|Users}} tab. |
− | * Add the | + | * At {{DataPrompt|User list}}, you can either choose: |
+ | ** {{DataValue|Include}} and list the users you want to be able to see the menu. | ||
+ | ** {{DataValue|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 {{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 also == | == See also == |
Revision as of 15:49, 13 April 2011
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 and Parameters" -> "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