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Paypack Documentation
Settings > Menu Setup
This documentation provides a comprehensive guide to setting up and managing menus within the HRM software. By following these steps, you can add, edit, and manage menu items efficiently.
Overview
The Menu Setup feature allows you to:
- Edit existing menu items (e.g name, icon etc).
- Toggle the active status of menu items.
- Customize the display and icons of menu items.
This document provides a step-by-step guide to performing these tasks, ensuring a streamlined process for menu management.
Step-by-Step Guide
Each menu item consists of the following components:
- SN (Serial Number): The position of the menu item in the list.
- Module: The module to which the menu item belongs.
- Menu Type: Indicates whether the item is a main menu or a sub-menu.
- Menu Name: The name of the menu item.
- Menu Icon: The icon associated with the menu item.
- Menu Icon (Bootstrap): The Bootstrap class for the icon.
- Status: Indicates whether the menu item is active or inactive.
Updating an Existing Menu Item
To edit an existing menu item, follow these steps:
Locate the Menu Item:
- Find the menu item you want to edit in the list.
Edit Menu Details:
- Modify the details as needed:
- Menu Name: Update the menu name by entering a new value.
- Menu Icon: Change the icon if necessary.
- Menu Icon (Bootstrap): Update the Bootstrap class for the icon.
- Status: Toggle the status between “Active” and “Inactive”.
- Modify the details as needed:
Save Changes:
- Click the “Update” button to apply the changes.
- Update Changes:
- After updating the information, click the “Update” button to apply the changes.
Security and Permissions
User Permissions:
- Access to the Update feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Update feature in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.
