Customising Default Custom Roles

System administrators can customise a default menu for users based on their role.

Click cog icon to navigate to Control Panel.

Click Roles under Account Management.

Search for the role and click Features Settings.

You will see 3 tabs where you can customise each tab individually:

1. Menu Settings

2. Home Settings

3. Create Button Settings

1. Menu Settings

Adding Features - 

Add relevant features based on the role you are customising

1a. On the left side select which module you want to add

1b. Click the + button in the middle panel

Adding Sub items are only available in the document register, inbox and smart forms 

Rearranging Features -

Hold and drag the feature to your desired position.

Removing Features - 

Click X icon to remove features.

2. Home Settings

Adding Features - 

2a. On the left side select which module you want to add

2b. Click the + button in the middle panel

Rearranging Features - 

Hold and drag the feature to your desired position.

Removing Features - 

Click - icon to remove features.

Grouping Features - 

Hold and drag to group them together and enter a group name.

Click Save one you have entered a group name.

3. Create Button Settings

There will be 4 modules you can set a custom button for from the dropdown menu:

1. General (Home page)
   
2. Inbox
   
3. Contacts
   
4. Site Manager (Quality)

Adding Features - 

Click the + button to add features.

Rearranging Features -

Hold and drag the feature to your desired position.

Removing Features -

Click X icon to remove features.

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