Changes

When a [[User|user]] logs into In Arcadia mode it appears as a '''Menu Item''' in the system, their view top right hand side of the system is defined by the [[Menu|menus]] and/or [[Portal|portals]] associated with their [[Role|role]](s)screen.* If you create a [[Portal|portal]] interface for a [[Role|role]], then a [[User|user]] in that [[Role|role]] will not see the [[Administration Interface|administrative interface]] and only see the portal interface.* The only exception to When clicked this rule is for an [[Administrator]] that always has access to all exposes the [[SmartSimple]] menu items, regardless of their [[Role|roles]].* An administrator can access portals associated with their roles by clicking the Application, My Portal menuMenu Items.

* Unless [[SmartSimple]] users are placed in specific [[Role|roles]] that have associated [[* Menu|menus]], the menu associated with the “everyone” role will be displayed for those permitted [[User|users]].* If you do not configure the '''Everyone''' menu, or place people in [[Role|roles]] with [[* Menu|menus]] associated, then with a specific role will be displayed for the [[User|users]] will not have any [[Menu|menu]] available when they log into the system!with that role. ** If a person has more than one [[Role|role]], then their [[Menu|menu]] will be composed of all the menu items for all the roles to which they belong.* When you first set up your copy of [[SmartSimple]]* To make menu changes across the board with all roles, you should consider setting the "everyone" menu or, alternatively, place every person in a specific [[RolePortals#Common_aggregated_portal_vs_single_role_portals|role]] with an associated [[Menu|menuCommon Portal]]can be used. * SmartSimple [[Legacy Application Permissions| Legacy application programs ]] will be displayed based on an organisation subscription to that program – access to these programs is not controlled individually by [[Menu|menu]]. You must, however, enable the '''Application MenuIcon''' item – all subscribed programs will be listed under this menu. ==Enabling a Menu Icon for a Role==In this example, you will configure a [[Menu|menu]] for the '''Employee''' role that you previously created.

==Defining a 1. Click the [[Configuration Menu for a Role==|Configuration]], [[Roles and Security Settings|Roles and Security]] [[Menu|menu]].

[[ImageFile:MenusScreenshot 18.png|600px]] 3. Click the Edit icon for the relevant [[MenuRole|role]] button to the right of name. 4. Under the '''General''' tab, select '''Enable Menu Icon'''. [[RoleFile:Screenshot 19.png|role200px]] name 4. Click on the Menu tab. The menu items are displayed.

[[ImageFile:Menus1Screenshot 20.png|600px]] The menu items are displayed.

* '''Communication''' – Pin board, Email, [[Using Quick Messaging|Quick Message]], Calendars, Contacts, Discussions , Notifications and Requests are listed under this heading.* '''OrganisationOrganization''' – People and organisation, Organizations, and people search Organization Hierarchy related information.

* '''Configuration''' – Global and , Role-based, and [[Security Settings]].; ability to create and edit [[Applications|applications]]

* '''Help''' – Downloads, Knowledge Base (Wiki), support request, feedback forum, about [[How the SmartSimpleSupport Desk Works|Support Requests]] , and People on-line.[[SmartAssistant]]

You must select the APPMENU ([[Application]] menu) item in order for [[User|users]] to see any subscription application programs.[[File:Screenshot 21.png]]

If you wish the [[User|user]] to only see their organisation organization and not the entire [[Internal|internal]] and [[External|external]] [[Hierarchy|hierarchy]], use the '''My OrganisationOrganization''' [[Menu|menu]] and disable the [[Internal]] and [[External]] menus.

2. Click the following items: Applications, APPMENUCommunication, Communications, Pin Board, Quick Instant Messages, Calendars, OrganisationOrganization, Search People, Configuration, Personal Setting, People On-lineOnline.

The best Another approach for testing a new [[Role|role’s]] access to the system is to launch a new [[Browser|browser]] and log in as the [[User|user]], at the same time as you are logged in as the [[Administrator|administrator]].

 * '''To test multiple roles simultaneously, you must use multiple browsers (e.g. System Administrator in Chrome, Applicant in Firefox, etc) '''** The system will support the most recent browser versions, as well as some versions before the most recent update. ** You may always view the user's browser information in the user's profile, under '''Options – Login Details.''' This never exposes a password, merely the browser used to login for troubleshooting purposes. * If you are using Internet Explorer for both sessions, be sure that the ''' Tools, Internet Options, Advanced Option – Reuse windows for launching shortcuts ''' option is deselected. Otherwise the administrative and user session will merge and neither will be valid.

[[Category:System Management]][[Category:Roles]][[Category:Interface]]