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Description of Issue
  • User can see too many items in the Enterprise ERP Menu 
  • User cannot see a needed program in the Tyler Menu
  • How can I adjust what users can see in the Enterprise ERP Menu? 
  • Update User Menu Access by Role

  • Set role menu, submenu, and program access in the Tyler Menu.
  • How to update menu access for a username
  • User requires access to a program
Context
  • Enterprise ERP
  • System Administration
  • User Attributes + Roles
  • Tyler Menu 
Cause
  • User can see too many programs in their Tyler Menu
  • User cannot see enough programs in their Tyler Menu 
Resolution
  1. Navigate to Enterprise ERP > System Administration > Security > Roles.
  2. Search for the Role.
  3. Select the Menu Security Tab.
  4. Select the menu header you wish to edit. The Caption field corresponds to the menu header in the Munis menu. 
  5. Use the Back and Forward options to navigate to Munis programs within each menu header.
    1. Example: Click Human Capital Management, then Forward; click Payroll, then Forward, etc..
  6. Click Edit.
  7. Add or remove checkmarks in the Role Access column to grant or remove access to Munis programs 
  8. Select Accept from the Ribbon to save changes.
  9. End user will need to log out of/log into Munis and refresh Tyler Menu to see changes.
    1. Next to Tyler Menu, click three dots.
    2. Click Refresh.
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