Menus Dashboard

This page will display a list of menus defined in the platform. Menus are associated with user accounts and define the main drop-down menu that a user sees when they login to the platform. Menus are typically aligned to user roles and ensure that users have a way to navigate the platform in accordance with their role.

• This page can be accessed from the Configuration workbench. From the menu, select 'Config Workbench' under the 'Administration' section.

• From the configuration workbench, select 'Menus' from the 'Look and Feel' section.

• Enter text in the filter criteria to restrict the menus displayed

• Click on the ‘+’ sign in this page to create a new menu. The Menu Editor will open.

• If there is no +' sign then either the user does not have the authority to configure menus.

• New menus can be created as a copy of an existing one. This is typically the quickest route to creating a new menu.

• Click on the menu to be copied.

• In the Menu Editor click on the drop down menu next to the save button and select 'Copy'

• Provide a name for the copied menu.

• Click on an existing menu to view the Menu Editor 

• Click on the ID of an existing menu to view the Menu Editor .  From this page it is possible to make updates to the menu.

• The menu editor includes a list of users using that menu. Use this to determine the impact of making changes.

• Menus can be deleted but all references to that menu must first be removed.

• Click on the menu to be deleted.

• In the Menu Editor check for dependent references by using the 'Users' tab.

• If there are no dependencies click on the drop down menu next to the save button and select 'Delete'