User navigation

The menus available to a user on the left navigation, case navigation, and person navigation are determined by their user navigation settings. The user security group determines the available navigation settings.

The following tables the describe the menus available to each security group.

Left navigation

This is a table with the security groups in rows, and the Left navigation in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security Group Accounting Add case Cashier Financial setup Searches & reports System administration Tools Workspace

GeneralUser

✔

✔

✔

✔

General_Financial

✔

✔

✔

✔

✔

General_Seal

✔

✔

✔

✔

General_Seal_Financial

✔

✔

✔

✔

✔

LocalAdminUser

✔

✔

PowerUser

✔

✔

✔

✔

Power_Financial

✔

✔

✔

✔

✔

✔

✔

Power_Seal

✔

✔

✔

✔

Power_Seal_Financial

✔

✔

✔

✔

✔

✔

✔

Super

✔

✔

✔

✔

✔

Super_Financial

✔

✔

✔

✔

✔

✔

✔

✔

Super_Seal

✔

✔

✔

✔

✔

Super_Seal_Financial

✔

✔

✔

✔

✔

✔

✔

✔

ViewOnly

✔

✔

✔

Case navigation

This is a table with the security groups in rows, and the case navigation menus in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security group Case menus Case financial menus* Case sealing menus

GeneralUser

✔

✔

General_Financial

✔

✔

General_Seal

✔

✔

✔

General_Seal_Financial

✔

✔

✔

LocalAdminUser

PowerUser

✔

✔

Power_Financial

✔

✔

Power_Seal

✔

✔

✔

Power_Seal_Financial

✔

✔

✔

Super

✔

✔

Super_Financial

✔

✔

Super_Seal

✔

✔

✔

Super_Seal_Financial

✔

✔

✔

ViewOnly

✔

✔

\* Only available if the environment is configured to use financials.

Person navigation

This is a table with the security groups in rows, and the person navigation menus in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security Group Person Menus Person Financial Menus*

GeneralUser

✔

✔

General_Financial

✔

✔

General_Seal

✔

✔

General_Seal_Financial

✔

✔

LocalAdminUser

PowerUser

✔

✔

Power_Financial

✔

✔

Power_Seal

✔

✔

Power_Seal_Financial

✔

✔

Super

✔

✔

Super_Financial

✔

✔

Super_Seal

✔

✔

Super_Seal_Financial

✔

✔

ViewOnly

✔

✔

\* Only available if the environment is configured to use financials.