Create Menus

Learning Guide

Version
R2024.2.1
Create Menus

You can create multiple menus, then assign them to groups, branches of your company org chart, or user levels, depending on your needs. The visibility you configure for a menu determines which users can view the menu and its page.

Note: A standard menu is provided in the Manage Menus tab of Learning Setup > Pages Setup for both new and existing customers of the Learning Management module.

To create a menu:

  1. Go to Learning Setup > Pages Setup and click the Manage Menus tab.
  2. Click the New Internal Menu icon.
  3. (Optional) In the Code field, enter a code for the menu.
  4. In the Menu Name field, enter a name for this menu.
  5. Click Create & Edit. The application displays the settings for the new custom menu.
  6. In the Menu Settings tab, expand the Menu Details row and modify the items.
  7. By default, visibility is set to all users (that is, all groups, branches, and levels). To modify the current visibility of the menu, expand the Visibility row and click the Custom Selection slider to enable and display the visibility settings.
  8. Complete the following, depending on the visibility that you want for this menu:
    • Groups: Specify which groups to grant access to this menu by entering the names of each group in the field provided or by clicking Select Groups and selecting the groups from the Select groups slide-out panel.
    • Branches: Specify which branches to grant access to this menu by entering the names of each branch in the field provided or by clicking Select Branches and selecting the branches from the Select branches slide-out panel.
    • Levels: Select the user levels that will have access to this menu.
    • Note: If you select the Power users checkbox, you can also enter specific power user profiles.
  9. Click Save Changes. The menu visibility settings you specified are displayed in the Visible By column in the Manage Menus tab.

After creating a menu, you can add pages. See Add Pages to Menus.