Why can't a new employee see an existing menu?
From Catalyst
Summary
CUSTOM MENUS have to be configured to be available to users before those users can see the them.
 | WARNING: 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
- Getting Started
- Trouble Shooter
- Editing Custom menus
- How do I set up a New User?
- How do I Remove a User From Platinum?
- How do I Deactivate a User?
- How Do I Change my Platinum Password?
