Menu sets can be assigned to employees to control the menus and options they can access.
Menu set assignments can be made individually to a user, through a user group, via both the website and the Admin Tool, depending on how access needs to be managed.
Via the website
Click Configuration, Configuration, then click User & Group Management.
Select a user record from the person listing.
Click the Menu Sets tab.
Select New on the right-hand side.
Locate the relevant menu in the drop-down.
Use the role lookup to choose a relevant role filter, then click Save.
Via the Admin Tool
In the Admin Tool, click User Accounts.
Locate the user using either the search or the filter.
Select the user record and click Edit the selected user on the right-hand side.
Click Menu Sets.
Tick the relevant menu, and then select the role to be applied to the user for this menu.
Press OK on both the role selector, then click OK again to save the changes. The user will now have access to this menu set through the website.
Assign to a user group
To assign a menu set to all users in a group, follow the steps below.
In the Admin Tool, click Groups.
Locate the required group in the list.
Click the group, then click Edit the selected group and assign users.
Click Menu Sets.
Select the required menu and apply any applicable role, then click OK.