To Create Menus

This process describes how to create a menu to access the applications created in the Solution Explorer > Applications designer.

1. Navigate to the Menus and Roles folder, right-click on the folder and select Add New Menu.
2. Enter the menu information. For field descriptions, see Menu Details.
3. Add the application (menu item) from Menu Tools or by clicking on the search icon in the Name column, selecting the item and clicking OK.
4. To verify your work click on Menu Tree.
5. To see how your selected style, menu selection, select Menu Simulation. For details on displaying this in the device see Menu Simulation.

To Create a Role

A role is a way of grouping types of work roles which can then be associated with the applications used to accomplish tasks.

Users access applications via the menus that display on their devices. Whether they should allowed access to a specific application depends on the role added to (or omitted from) in the application, and the role assignments made in Users and Roles and for each User.

For more information on setting up Roles and controlling access by Roles, see the topic To Limit User Access.

If you do not want to limit access to users, you can leave the Roles property field in each application's form blank, and leave all Role tab in Menu and Roles screen and the Roles tab in the User's screen blank. This keeps access open to all.