Menu items (as well as features and functions) are controlled by the modules that are assigned to a Security Profile. In this article we will add an eCommerce menu item to the Guest Profile. The image below shows three menu items for the Guest Profile. Now let's add the eCommerce menu item.
1. Under MANAGER MENU, click on CONFIGURATION and go to SECURITY PROFILE MANAGER.
2. On Security Profile Manager page, look for the Guest Security profile and click on the green "i" icon to open the GUEST profile and see what modules have been assigned to this profile.
TIP: Most grid pages only show 20 rows of information at a time. To see all the modules on the page when there are more than 20, click on the LIST ALL link along the bottom of the page.
3. After clicking on the icon, the next page shows all of the assigned modules for the Security Profile selected.
For this security profile, the eCommerce Module is set to "1 - No Access" and has a Horizontal Menu display value of "900".
The "Access Level" has precedence over the Vertical, Horizontal and Horizontal Sub Menu values. If the Access Level for a module is set to "1 - No Access", then it doesn't matter what the display values for the various menus are set to. That module simply won't be available to that security profile as a menu item, tile or anywhere else in the system. They have "no access" to that module. This is why the eCommerce menu item isn't currently showing for a Guest User (someone who isn't logged into the system).
There are four Access Levels:
- No Access – User cannot access the module.
- Read Only – User can access the module but can't make changes to the module.
- Edit/Add – User can make changes, so the green Plus symbol (+) display in the sub-menu, as well as the green "i" icon and the red X appears in the Action column.
- Edit/Add/Delete – User has full capabilities to make changes, as well as delete values.
If the Access Level is set to something higher than "1 - No Access", you can still control whether or not the menu item appears as well as where in the menu it appears by using the Display Sequence options.
Some modules have multiple options. These include:
- Vertical Menu – This is used to control the appearance order of vertical menu items (like a menu in a sidebar) or on a form entry, such as the order of items in a drop-down menu.
- Horizontal Menu – This is the order of a menu item in horizontal menus.
- Horizontal Sub-Menu – This is the order of a sub-menu item on a horizontal menu.
The higher the number used for the display value, determines how far to the right or down the item displays. An item with a display value of 900 will be farther to the right (or down) then an item with a display value of 800.
4. To enable a module so that it displays as a menu item for a Guest User, we'll need to change the Access Level. For this example, we'll modify the eCommerce module and Horizontal Menu display value of "900" and an Access Level of "1 - No Access".
Clicking the Action icon for eCommerce opens the option box shows the current setting for that module.
If the Access Level is set to something higher than "1 - No Access" but you don't want the module to appear as a menu item, simply set all of the the display sequences to empty for that module.
For our example, we'll change the Access Level to 2 - Read Only from the drop-down menu and press the SAVE button. Then press the CLOSE WINDOW button to dismiss the box.
Note: In the image earlier that showed the Modules grid, note that the Schedule module had a display value of 400. Since the eCommerce module has a display value of 900, it will show to the right of the Schedule Module in the menu.
5. As this change was for a Guest User (someone who isn't logged in), you will need to log out first to see the changes. After logging out, the main Guest page will now show the eCommerce link in the menu.