How to Set Up a User’s Menu Access

Whenever a user is created, default menus are assigned to the user based on the User Type.  This menu access can be modified however and customized on a per user basis.  For example, while a System Administrator is likely to need access to all menus in SnapTracker, a non-administrative user may only need access to a handful of the menus relevant to their responsibilities.

This post outlines the process for setting up a user’s menu access

Step-by-step instruction

From the left navigation bar, select Utilities, User Setup.

Select Menu Access.

The Menu Access screen displays.

Here is where you can assign the user’s Menu Access.

From the Select a User drop-down selection box, select the user to whom you would like to assign Menu access.

The screen refreshes with the user, showing the Menu this user currently has access to. Depending on the User Type, certain menus are assigned to the user by default.

Note that if you would like to see more than the primary menus (i.e. those displayed under the main navigation), click Expand All.

Observe the menus and determine which ones the user should have access to, then select and deselect the menus.

Click Update at the bottom of the page.

The Menu Access for this user is updated.

Did you know?

You may also assign a user’s access to Customer.