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Menus and Roles

372 bytes added, 12:47, 19 July 2017
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==Overview==
 
A menu is a set of options available to those with [[Administration Interface]].
 
In Classic mode it appears as a series of options on the left hand side of the screen.
::[[Image:ClassicMenu2017.png|border]]
 
 
In Arcadia mode it appears as a '''Menu Item''' in the top right hand side of the screen. When clicked this exposes the Menu Items.
::[[Image:ArcadiaMenu2017.png|750px|border]]
 
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]].
==Menus and Roles==
* You must enable the [[Menu|Menu Icon]] for each [[Role|role]] it is to be available against.
* You must select the [[Menu|menu]] items required for each [[Role|role]], even if you are going to associate the role with a [[Portal|portal]].
* Unless * Menu associated with the “everyone” role will be displayed for those permitted [[SmartSimple]] User|users are placed in specific [[Role|roles]] that have associated [[.** Menu|menus]], the menu associated with the “everyone” a specific role will be displayed for those the [[User|users]]with that role.** If you do not configure the '''Everyone''' menu, or place people in [[Role|roles]] with no [[Menu|menus]] associated, then [[User|users]] will not have any [[Menu|menu]] available when they log into the system!.** 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]], you should consider setting the "everyone" menu or, alternatively, place every person in a specific [[RoleLegacy Application Permissions|roleLegacy application programs]] with an associated [[Menu|menu]].* SmartSimple 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==   
==Defining a Select the Menu items for a Role==
In this example, you will configure a [[Menu|menu]] for the '''Employee''' role that you previously created.
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