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Assign a menu set to a user

Assign a menu-set to a user.

H
Written by Harry Ledger
Updated over 2 months ago

Add a menu set to an employee using either the website or the Admin Tool.

You can assign menu sets individually to users or through a user group, depending on how access needs to be managed.

Via the website

  1. Go to the Configuration zone, then click User & Group Management.

  2. Select a user record from the person listing.

  3. Click the Menu Sets tab.

  4. Select New on the right-hand side.

  5. Locate the relevant menu in the drop-down.

  6. Use the role lookup to choose a relevant role filter, then click Save.


Via the Admin Tool

  1. Under Security, click User Accounts.

  2. Locate the user using either the search or the filter.

  3. Select the user record and select Edit the selected user on the right-hand side.

  4. Drop down the section entitled Menu Sets.

  5. Tick the relevant menu, and then select the role to be applied to the user for this menu.

  6. Press OK on both the role selector and the User Properties dialogue. The user will now have access to this menu set through the website.


Assign to a user group

  1. In the Admin Tool, click Groups.

  2. Locate the required group in the list.

  3. Select the group and select the option Edit the selected group and assign users.

  4. Click the green arrow button icon to expand the Menu Sets section.

  5. Select the required menu and apply any applicable role, then click OK.

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