How to Set Up Menu, Tab, and Layout Options for Job Codes
Within each organization at least one Full Access or Admin user has the ability to setup the layouts, tab and menu options that individual users within that organization can view.
If you do not have access to System Settings please partner with an Admin user within your organization if there are additional layouts or menu options you would like to view.
1) Layout access are set up based on a “Job” code assigned to users in Seed System Solution.
When setting up new users you will want to group individuals together under a job if all of these people can access all of the same program sections within Seed System Solution.
- Any time a user will need to view different layouts, reports, or menu options than another user, they will need to have different jobs within Seed System Solution.
Jobs can be created within System Settings – User Tab – Job Settings button in the toolbar and are assigned when creating or editing a user.
2) After creating your jobs and assigning the job to users, you will need to assign the layout options that job can see.
Within System Settings go to the “Security” tab. The gray summary bars divide the setup report into different layout categories. There is a description in each gray bar to give you a bit more information about that section.
- To provide the job code access to the layout you will want to check the box next to their job code.
- To remove access you would uncheck the box.
3) The most important thing to note is there is a built-in hierarchy.
For example, within the Main Menu Navigation the job code must be checked for “Reports” or the job code can never access any of the report categories or individual reports, even if those options are checked.
The gray summary bar should reference if there are additional data that needs to be turned on in conjunction for that job code to have access.
- When we perform updates for Seed System Solution we will periodically create new layouts, reports, tabs, or menu options. We will highlight these new layouts in green.
- A user within your organization will need to assign these new options to the job codes that they want to have access to it.