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Menus and Roles

36 bytes removed, 12:52, 19 July 2017
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==Overview==
A menu is a set of options available to those with [[Administration Interface]]appropriate permissions.
In Classic mode it appears as a series of options on the left hand side of the screen.
When a [[User|user]] logs into the system, their view of the system is defined by the [[Menu|menus]] and/or [[Portal|portals]] associated with their [[Role|role]](s).
* 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 this rule is for an [[Administrator]] that always has access to all the [[SmartSimple]] menu items, regardless of their [[Role|roles]].
* An administrator can access portals associated with their roles by clicking the Application, My Portal menu.
==Menus and Roles==
==Enabling a Menu Icon for a Role==
In this example, you will configure a [[Menu|menu]] for the '''Employee''' role that you previously created.
 
1. Click the [[Configuration Menu|Configuration]], [[Roles and Security Settings|Roles and Security]] [[Menu|menu]].
 
2. Click the '''User Roles''' menu.
 
3. Click the Edit icon for the relevant [[Role|role]] name.
 
4. Click on the General tab.
 
5. Check the '''Enable Menu Icon''' option and click Save.
[[Image:Menus.png]]
3. Click the [[Menu]] button to the right of Edit icon for the relevant [[Role|role]] name.
[[Image:Menus1.png]]
4. Click on the Menu tab. The menu items are displayed.
[[Image:Menus2.png]]
* If you wish to enable all the [[Menu|menu]] items, click the select all check box.
 
==Menu Headings==
The [[Menu|menu]] items are menu headings used to group together other menu items, and are indicated with icons that are displayed on the menu heading.
 
* '''Applications''' – Subscribed [[Applications|applications]] are listed under this heading.
* '''Communication''' – Pin board, Email, [[Using Quick Messaging|Quick Message]], Calendars, Contacts, Discussions and Requests are listed under this heading.
You can now login and test the [[User|user’s]] access.
 
 
==Testing User Access==
You can stay logged in as this user while you change this interface to a [[Portal|portal]] interface.
[[Category:System Management]][[Category:Roles]][[Category:Interface]]
Smartstaff, administrator
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