What users can see and interact with on the global navigation bar can also be configured to align with their assigned role.
Users with Administrator or relevant admin permissions can create new roles or edit existing ones to customize what pages are displayed and available to different roles from the global navigation bar.
An Administrator has access to all standard items in the global navigation bar.
This is a beta feature.
Beta features should be considered "in development" and may not be fully supported or complete. Beta features are available as a preview for testing purposes and may be unstable. They should be used with caution in production environments.
Contact your Skedulo Customer Success representative to request access to this feature.
Customize global navigation access for roles
You can set the relevant global navigation bar access for individual roles using the Global nav bar access tab on a selected role's permissions page.
Set the global navigation bar access when creating a new custom role, or modify the access for existing roles, standard or custom.
- Navigate to the Settings > User roles page.
- Click the role for which you want to configure the global navigation menu.
- Click the Global navigation bar tab.
From here, you can select or de-select the menu items you want to appear in the global navigation bar for this role.
- Selecting a child menu item automatically selects the parent menu item.
- Selecting a parent menu item automatically selects all child menu items.
- Click Save to apply your changes.
Roles with updated global navigation menus must refresh their browser to apply the new settings.
Users with multiple roles
Users with multiple roles will be able to view all items in the global navigation bar that are selected on any of their roles.
For example, a user that has a role with all Resource global navigation bar items, and another that does not have those menu items, will still see the Resource global navigation bar items in the Skedulo web app.
Configure the global navigation menu for cloned custom roles
When you create a new custom role by cloning a standard Skedulo role, only the Skedulo role permissions are cloned to the custom role.
The Global nav bar access tab is left blank by default, and global navigation menu items must be explicitly configured for all custom roles.
Access to custom global navigation menu items
Custom menu items must be enabled to be visible to any user, including Administrators.