Creating Template Menus for User Groups
Civic Platform assigns users to a user group, which enables you to control the menus and tasks users view in each module. For example, administrators can create a menu with tasks specific to permits for users in the permit group. Menus and template menus automatically display in the module assigned to the group where you assign the menu or template menu.
This section includes these topics:
Adding a Template Menu to a Group
Each user performs tasks specific to the user group you assigned them to in Civic Platform. Creating and adding template menus for specific user groups helps streamline the different tasks for each user in the department. Not everyone in a user group performs the same tasks. For example, in the permit user group administrators can create two different menus with tasks specific to a permit processor and a permit inspector. Creating and adding template menus to user groups helps users navigate to task that are unique to their job and department.
To add a menu template to a group
Access the Menu Navigation portlet (Accessing Menu Navigation).
Open the portlet and module folders where you want to add a template menu to a group.
Right-click the module folder where you want to add a group and click Add Group.
Civic Platform displays a user group list.
Click the user group you want to add to the module and click Submit.
Civic Platform confirms you successfully added the user group to the module.
Deleting a Template Menu from a Group
If a template menu is no longer applicable to a specific user group you can delete a template menu from that user group. For example, if a user group within the building department has restricted access and all the tasks change for that user group the template menu no longer applies to that user group. It might be easier to delete the existing template menu and create a new one instead of editing the existing template menu for that user group. You must delete all the template menu's sub-items before you can delete the template menu from a user group.
To delete a menu template from a group
Access the Menu Navigation portlet (Accessing Menu Navigation).
Open the portlet and module folders where you want to remove the group.
Right-click the group folder you want to delete the template menu from and click Delete.
Civic Platform displays a confirmation window to delete the group from the template menu.
Click OK.
Civic Platform confirms you successfully deleted the template menu.