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

From Catalyst
Revision as of 11:02, 16 July 2013 by Richard Green (talk | contribs) (See also)
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
new employee, custom menus, missing