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User Menu Admin

This article contains information for the User Menu Admin on how to make changes.

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Written by David Bayley-Hamilton
Updated over 3 months ago

Menu Admin enables you to manage the menu items for users, such as enabling or disabling items, changing the terminology and re-ordering. Menu groups and menu items available are dependent upon the active modules and the roles to which users are assigned.

  • Click Menu Admin within the Administration menu to open the Menu Admin page.

The grid contains the menu groups, default descriptions and the custom descriptions listed in the order they appear within the Menu.
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Menu Admin Groups

  1. Click the Move Up and Move Down icons in the far right column to change the display order by moving a menu item up or down.

  2. Click the Edit Description icon in the far right column to change a menu item's Default Description. The Menu Group Description dialogue will be displayed.

  3. Enter the new Custom Description.

  4. Click Ok.

Sub-Menu Admin Items

Sub-menu items appear when the main menu item is selected. If the main menu terminology has been updated, it is recommended that any sub-menu items also be updated to reflect the new terminology.

πŸ€“Tip: Related bookmark menus, page and object names should also be changed.

  1. Click on a menu group row to open the Menu Item List. The list items are shown in the order in which they appear in the Menu.

  2. Click the Move Up and Move Down icons in the far right column to move a sub-menu item up or down and change the display order.

  3. Click the Edit Description icon in the far right column to change a sub-menu item's Default Description. The Menu Item Description dialogue will be displayed.

  4. Enter the new Custom Description.

  5. Click Ok.

Hide Sub-Menu Items

  1. To disable a menu list item, click the Disable Menu icon .in the far right column.

    • This will disable the menu list item across the system and will not be available for selection against a role.

  2. To enable a disabled menu list item, click the Enable Menu icon in the far right column.

Sub-Menu list items can be set to 'Always Show' and will always be displayed when expanding a menu group, or they can be hidden until the user is on a page within the Menu group, when all enabled menu list items will be visible.

  1. The green tick icon denotes that the menu item is not shown; click to always show.

  2. The grey tick denotes that the menu list item is shown; click to only show when the user is on a page within the Menu group.

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