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==Overview==
A menu is a set of options available to those with appropriate permissions.
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]]
:: [[Image:ArcadiaMenu2017.png|750px|border]]
When a [[User|user]] logs into the system, their view of the system is defined by the menus and/or [[Portal|portals]] associated with their [[Role|role]](s).
==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]].
** 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.
* 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 '''Menu Icon''' 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.
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.
==Select the Menu items 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]].
[[File:Screenshot 17.png|300px]]
2. Click the '''User Roles''' menu.
[[ImageFile:MenusScreenshot 18.png|600px]]
3. Click the Edit icon for the relevant [[Role|role]] name.
4. Under the '''General''' tab, select '''Enable Menu Icon'''. [[ImageFile:Menus1Screenshot 19.png|200px]]
4. Click on the Menu tab. The menu items are displayed.
[[ImageFile:Menus2Screenshot 20.png|600px]]
* 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.
==Testing User Access==
The best 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]].
Using this technique you can adjust the [[User|user]] access in the [[Administrator|administrator]] session while testing the access in the [[User|user]] session.
* 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.
* Alternatively, you can use Internet Explorer for one session and FireFox for the other session.
* Don’t use FireFox for both sessions as these sessions will become mixed up.
