MANAGE MENU

HOW TO USE

Visibility

Manage_Menu_1

1 – Click to display the Visibility options.

2 – Select the person that you desire to manage the menu visibility.
NOTE: Only manager users can access this menu from every user.

3 – Or select a group.
NOTE: Only manager users can access this menu from every user.

4 – The available menu to the selected person or group.

5 – Click on the eye icon to hide/show a menu.

6 – Click to Save the changes.

 

Hierarchy

Manage_Menu_2

1 – Click to define the menu hierarchies.

2 – Select the person to organize his menu.
NOTE: Only manager users can access this menu from every user.

3 – The available Public Menus.

4 – Click in the folder icon to create a new public folder.

5 – Choose if the folder will be inside the Charts or Reports menu.

6 – Give a folder name.

7 – Click to Create the folder.

8 – Or Cancel the changes made.

9 – Click to delete some menu.

10 – Organize the menus, dragging them to the right position.

11 – The available Private Menus.

12 – Click in the folder icon to create a new folder inside the User Menu.

13 – Give a folder name.

14– Click to Create the folder.

15 – Or Cancel the changes made.

16 – Click to Save the changes.

 

Share

Manage_Menu_3

1 – Click to Share private menus.

2 – My available menus.

3 – Click in the share icon to share only that specific menu.

4 – Select with whom you want to share menus.

5 – Click to Save the changes.