Users of a particular menu set may need to have access to a button on the menu set enabled, disabled, or restricted as appropriate. This article outlines the steps for different ways of doing this, for example, enabling or disabling the Request Absence button on a Self-Service menu set.
A button can be a process (i.e. My Absences, Reports), a workflow (i.e. Request Absence, Create Employee).
Three main steps in this process need to be taken to follow the best practice:
Create a copy of the Menu Set.
Disable/Enable the button on the copy created for the Menu Set.
Assign the copied Menu Set to the users meant to use this Menu Set.
Create a copy of the menu set
To make a copy of a menu set, follow the steps below.
In the Admin Tool, click Menus.
Highlight the required menu set.
Click Create a copy of the selected menu set on the right-hand side.
Click Edit the selected menu set or double-click on it.
Click Enabled to toggle from No to Yes.
Click OK to save the copy.
Disable/Enable the button on the copy created for the menu set
The steps below can only be followed by a user with Administrator access to the SelectHR Admin Tool.
In the Admin Tool, click Menus.
Highlight the copy of the menu set you created earlier and click Edit the selected menu set.
Unlock the menu by clicking the padlock.
In the Menu Set Properties window that opens, the navigation tree on the left-hand side reflects the hierarchy and structure of the menu set on the website end of the system (i.e. zone/section/menu item (i.e. button)
Navigate to and highlight the section containing the button to be edited. This will show a list of the menu items (i.e. buttons) in that section on the right-hand side. Then highlight the button you wish to edit access to (e.g. Request Absence).
If access to the button is to be enabled/disabled for all users of the menu set, then right-click the button and select Enable (if disabled) or Disable (if enabled), as appropriate.
Alternatively, if access to the button should be restricted for a particular group of menu set users only, a visibility expression can be created by right-clicking on the button, clicking Visibility and writing the necessary expression.
📌 Note: If assistance is required in constructing a visibility expression, please contact your account manager at Access, as a consultancy resource will need to be arranged to implement this.
After making the necessary changes, click OK on the menu set to apply the changes and close the window.
Assign the copied menu set to the users
The steps below can only be followed by a user with Administrator access to the SelectHR Admin Tool.
Within the Admin Tool, click User Accounts.
Click the User Filter drop-down and select All Users. The Retrieve All Users window appears.
Click Yes.
Double-click the user. The User Properties window appears.
Click the Menu Sets tab to expand it.
Tick the boxes for the Menu Set that is to be added to the user. The Object Selector window appears.
Select a Role to be applied on the copied Menu Set added to the users and click OK.
On the website for a user with this menu set, refresh the page and navigate to the corresponding location to see the enabling/disabling of the button took effect.