Add a menu to a template menu

You can add custom drop-down menus to specific modules and individual user groups.

For example, you can create a menu to grant access to a user that has limited access to certain tasks.

To add a menu to a menu template

  1. From the Administration menu, select Agency profile > Menu navigation.

  2. Right-click the template folder and select Add menu.

  3. Complete the following fields:

    Field Action
    Description Enter a description for the menu.
    Menu name Enter a name for the menu.
    Menu template name This read-only field displays the template name you selected.
  4. Select Submit.