User Options Help

The User Options page allows an Administrator to assign menu options to a user. When the user logs in their assigned menu options will be presented for access. An administrator can also arrange the order in which the user's options are presented by moving an option up or down on the user's assigned list. 

The User Options page can be accessed by clicking on 'Options' under More Info column in the Users list. Also, when a new user is added the Add Options button can be clicked on. 

The page will display two menu list boxes. The list on the left contains all the menu options that the Administrator can assign to the user that the user is not already assigned. The list on the right contains the menu options that are currently assigned to the user. 

To assign an option to the user, click on the option to add in the left box and then click on the > box to move it to the right box. 

To remove an option from the user, click on the option to remove in the right box and then click on the < box to move it to the left box. 

To assign all the available options to the user, click on the >> box to move all the options in the left box to the right box. 

To remove all options from the user, click on the << box to move all the options in the right box to the left box. 

If you select a Menu Option Title, ALL the options listed under the title will be moved. To add or remove selected items under an Option Title select those items individually. 

To rearrange the User's Option list, click on the item you want to move and then click the up or down box. Clicking on a Menu Option Title will move all the options under that title. To move an item within an Option Title select the item individually. All items under a Menu Option Title must remain grouped together, and thus cannot be split. 

When finished configuring the user's option list, click on Save to update their option access list. 

In addition to assigning menu options to a user, an Administrator can assign a user a duplicate copy of another user's option list. This allows an Administrator to quickly assign a standard list of options to a user. (If the list of the copied User is updated it will be modified for the User it is copied to as well) The User ID that the Administrator selects to copy must be in the same Organization or a child Organization of the user it is being copied to.