Role-based customization of the global navigation bar
This is a beta feature
Beta features should be considered “in development” and may not be fully supported or complete. Beta features are available as a preview for testing purposes and may be unstable. They should be used with caution in production environments.Request access
Contact your Skedulo Customer Success representative to request access to this feature.
Overview
What users can see and interact with on the navigation menu can also be configured to align with their assigned role.
Users with Administrator or relevant admin permissions can create new roles or edit existing ones to customize what pages are displayed and available to different roles from the navigation menu.
An Administrator has access to all standard items on the navigation menu.
Customize navigation menu access for roles
You can set the relevant navigation menu access for individual roles using the Navigation menu access tab on a selected role’s permissions page.
Set the navigation menu access when creating a new custom role, or modify the access for existing roles, standard or custom.
- Navigate to the Settings > User roles page.
- Click the role for which you want to configure the navigation menu.
- Click the Navigation menu access tab.
From here, you can select or de-select the menu items you want to appear in the navigation menu for this role.
- Selecting a child menu item automatically selects the parent menu item.
- Selecting a parent menu item automatically selects all child menu items.
- Click Save to apply your changes.
Roles with updated navigation menus must refresh their browser to apply the new settings.
Users with multiple roles
Users with multiple roles will be able to view all items in the navigation menu that are selected on any of their roles.
For example, a user with a role that has all Resource navigation menu items, and role another that does not have those menu items, will still see the Resource navigation items in the Skedulo web app.
Configure the navigation menu for cloned custom roles
When you create a new custom role by cloning a standard Skedulo role, only the Skedulo role permissions are cloned to the custom role.
The Navigation menu access tab is left blank by default, and navigation menu items must be explicitly configured for all custom roles.
Access to custom navigation menu items
Custom menu items must be enabled to be visible to any user, including Administrators.
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