A copy of menu set is always required when you need to make a change in an existing Menu Set that applies to a certain group of people.
There are three main actions for this task:
Create a copy of the menu set.
Make the desired changes on the copied menu set (for example, add an additional process to the copy).
Assign the copied menu set to group/users that require the freshly configured menu set.
Create a copy a menu set
To make a copy of a menu set, follow these steps.
In the Admin Tool, click Menu Sets.
Single-click the desired menu set that needs amending.
On the right-hand side of the window, click Create a copy of the selected menu set. By default, the copy will be displayed underneath the original menu set with the word (Copy) at the end. You will notice a red bullet next to it, which signifies the menu set is not enabled/active.
With the copy highlighted, on the right-hand side of the screen, click on Edit the selected menu set.
In the Menu Set Properties window, click Enabled to toggle from No to Yes.
Now you can proceed with the changes you require before assigning the copied menu set to the group.
Assign the copied menu set to a group
This can be achieved via the website or the Admin Tool.
Assign a menu set via the website
Under Configuration, click User & Group Management.
Select a User Record from the Person Listing.
Navigate to the Menu Sets form of the User Record.
Select New on the right-hand side.
Locate the relevant Menu Set in the drop down.
Use the Role lookup in order to choose a relevant Role filter.
Click Save.
Assign a menu set to a user account 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 select Edit the selected user on the right-hand side.
Drop down the section entitled 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 and the User Properties dialogue. The user will now have access to this menu set through SelecHR Web Edition.