Menus Configuration

Menu configuration allows you to hide menu tabs from all or some users. The image below identifies the "Menu Tabs" that we are going to configure in this section.

For a full configuration, please use the option "Other / Install Everything" when running the configuration wizard. Then please proceed to Admin -> Menus. In this page you can change various characteristics of all menu tabs in the system. Please see the online help.

Menu Permissions

The Admin -> Menu screen you shows a hierarchical list of all menu tabs in the system. At the top right side of the screen you can observe the following table header:

En

Sort

Package

• En: Enabled? "t" means enabled, while "f" means disabled.
  
• Sort: Sort order. Determines the order in which menu tabs appear.
• Package: To which package does the menu belong?
• : Represent the "Accounting" group.
• : Represent the "Customers" group.
• : Represent the "Employees" group.
• : Represent the "Freelance Managers" group.
• : Represent the "Freelancers" group.
• Helpdesk: Represent the "Helpdesk" group. This group doesn't have a specific icon assigned yet, so it is shown as text.
  
• : Represent the "Freelancers" group.
• : Represent the "Freelancers" group.
• : Represent the "Freelancers" group.
• : Represent the "Sales" group.
• : Represent the "Sales" group.
• : Allows you to select menu tabs for deletion
  

Within the table body the "r" and "R" determine whether a user group can modify the menu:

• r: (Small normal "r"): No right to read the menu tab
• R­:­ (Large bold "R"): Right to read the menu tab.
  

By clicking on the "r" or "R" you can toggle the read permissions for each user group.  

Hierarchical Menu List

The menus in ]po[ are organized in a hierarchical manner:

Top Menu (top)		 	 			The top of the menu hierarchy. This menu does not appear anywhere
 	Main Menu (main)	 			The top element of the main menu bar. Does not appear anywhere
 	 	Milestones (milestones)			List of Milestones per user
 	 	Indicators (indicators)			List of Performance Indicators

 	 	... (all these menus will appear in the main menu bar

 		Companies (companies)			List of Companies
 	 		 	Inactive Customers	Sub-menu of "Customers".
 	 		 	Potential Customers	Sub-menu of "Customers".

 	 	... (all these menus will appear in the main menu bar
 
		Reporting (reporting)			List of reports
			Timesheet (reporting-timesheet)	Sub-menu of "Reporting"	
				Timesheet Customers and Projects	An actual report

Menu Properties

Clicking on one of the menu links will show you a screen where you can edit additional menu properties.

Detailed Permissions

Clicking on this link shows the following screen which may be easier readable then the long list of permission in the main page.

According to the configuration below, only "Emplyoees" will be able to see the tab. This is probably OK, because all employees of your company are member of the "Empolyees" (according to [group configuration]). As a reasonable variant, you might allow Freelancers to log hours as well. However, it probably doesn't make sense to allow Customers to log hours and might confuse them.

Disable Menus

Setting the "Enabled?" field to "False" will disable the menu for all user, including the System Administrator.

The configuration wizard uses this option to disable entire groups of menus.

Other Menu Fields

For the meaning of the menu fields please see the im_menu object type.