(This page is under construction, /wiki/spaces/WEBWBSETUP/pages/1671200 to see legacy documentation.)

Overview:

The menu structure is determined by the Workbench Site Map

 Each user is assigned a single Site Map Profile containing all the menu items that the user is allowed access to

The User accesses the function through either :

• selection from the Menu List on the left of the Screen
  menu headers may be expanded/contracted

• by entering/selecting the function via the Quick Find Box sited above the Menu List.
  the Quick Find Box uses 'autopicker'.

Screen Guide:

• Open the Site Maps screen (1).

• Create a new profile by leaving the Profiles list box unselected, specifying the new profile name (2) and clicking Add (3) which populates the Profiles list box with the new profile.

• You are now ready to create the new menu structure. Or alternatively, copy from an existing Site Map Profile, by using the ‘Copy Site Map’ blue button. This will replace the current site map you are editing by replacing it with the selected site map profile.
  In the Site Map Profile screen, Click on the "Copy Site Map" button,

  Select the Site Map Profile you want to copy from, and click the "Copy" button. Press "Save" located at the bottom of the screen to save the Site Profile.
  

  

• The Folder button (4) creates of a Menu Folder to contain Menu Items.

• We've named the folder 'Mobile' (5), with a mobile phone icon. You can use any of the icons on the existing site map profiles. Just copy from an existing folder and paste in fa-icon text box.

• Hover on the folder line to display its menu, and selecting 'Add Child Page' (6) to add a Menu Item.

• We then used the autopicker (7) to select the 'Mobile Purchase Orders' menu item (from those available in the Site Dictionary) and Saved (10).

• Auto Update (8) when ticked, indicates that new menu items that get released and are a standard feature, will automatically be added to this Site Map Profile.

• The check box under (9) is to hide items/folders. This allows a super user to edit a Standard site map profile that is managed by Workbench, and disable or hide items that are not wanted, and still getting the full benefit of the design and the auto updates.

Add Menu Folders and Menu Tems

Top Level

• To add a top level Menu Folder, click Add Folder button and enter the required Menu Item Name

• To add a top level Menu Item, click the Add Page button at the top of the screen, and select the required Menu Item via 'autopicker' or popup lookup

Other Levels:

• To add a secondary level Menu Folder, click the Add Child Folder icon (folder) on the line, and enter the required Menu Item Name.

• To add a secondary level Menu Item, click the Add Child Page icon (page) on the line, and select the required Menu Item via 'autopicker' or popup lookup.

• To move a Menu Folder or Menu Item up the list, click the up arrow (^) on the line.

• To move a Menu Folder or Menu Item down the list, click the down arrow (v)on the line.

• To remove a Menu Folder or Menu Item from the list, click x on the line.

• When you have made all the changes required, click Save.

• The Site Map Profile will have been saved and may be allocated to users.

Assign Users to Site Map Profile

Select Profile

From Site Map Maintenance select the Profile to which you wish to add or remove people.

Select People

Image Added

From the Site Map Maintenance screen selected, click the "People" button.

Apply relevant filter criteria to display the desired list.

Tick the individual people who are to be assigned to this Site Map Profile and click "Apply" or To assign all the displayed Employees to a Site Map Profile click "Apply All" (located at the bottom of the screen).

These two actions will update the Site Map profile for that user in People Maintenance. This is the Profile which will apply to that user when they login.

Next Steps:

Assign to users from the People button at the top right or assign this to users from Users maintenance screen.

Note that a user will only have the menu items that her/his licence allows. Licences narrow down the menus available. Is recommended to always use a system Standard site map profile, and hide items if necessary, or use licences to limit access to some screens.