Customising menu entries for mobile application

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Edit

Click this to edit the default menu entries for the mobile application.

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Save

Click this to save the default menu entries for the mobile application.

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Synergy App Menu section

This section displays the default menu entries that are available for the Synergy app. As an administrator in Synergy, you can already define a default menu for any user through the Default Menu tab. On top of this, you can tailor a default menu specifically for each type of user listed here: Basic, Employee Self service, Hour entry, CRM, and Professional.

When you define a default menu for a specific type of user, we advise you to set a default menu for all types of users in case a user has multiple roles. Depending on the setting of the default menu per user role, the following scenarios will apply:

No default menu defined

If there is no default menu set in Synergy, the user has full control over the menu and can customise it in the Exact Synergy app.

Default menu defined in the Default Menu tab

If you have set a default menu in the Default Menu tab and no other menus in other tabs for specific roles, this is used for all users of the Exact Synergy app.

In situations where you have not defined a menu for the specific role that a user has, this default menu is also applied. For instance, you have defined default menus in the Default Menu and Hour entry User tabs but not in the CRM User tab. For a user with the CRM role, the menu in the Default Menu tab will be applied.

One default menu or more defined in other tabs for specific roles

The default menu in each tab will apply for users with that specific role. For example, when you define a default menu in the CRM User tab, this will apply for a user with the CRM role.

If you have defined a menu in the No role user tab, this will apply for users without any of the roles in the other tabs. However, if the user has a role but there is no default menu defined for the specific role, the one in the Default Menu tab applies, as explained in the Default menu defined in the Default Menu tab section.

For a user with multiple roles, there is an order in which the default menu is applied, as listed in the following:

1. Professional User
2. CRM User
3. Hour entry User
4. Self service User
5. Basic User

The default menu used will follow a descending order, where the menu for a higher role will take precedence. This means the Professional role takes precedence over the CRM role, the CRM role is considered when compared to the Hour entry, and so forth.

As an example, when a user has the Professional and Hour entry roles, the default menu defined for the Professional role is applied.

Note:

• In all instances, the Administrator role is not taken into account. If a user has the Administrator and Hour entry roles. The default menu for the Hour entry role is used.
• If you decide to specify a default menu for a specific type of user, we advise you to set a default menu for all types of users.
• You can further define the limitations on the options for this default menu using the Force or Locked setting.

To enable the default menu entries in the Synergy app, move the default menu entries from the left column to the right column. The order of the default menu entries can be changed by clicking Up or Down.

Field Service H App Menu section

This section displays the default menu entries that are available for the Field Service H app. To enable the default menu entries in the Field Service H app, move the default menu entries from the left column to the right column. The order of the default menu entries can be changed by clicking Upor Down.

Options section

Force

Select this check box if you only want the user of the mobile application to be able to see the selected default menu entries. The user will not be able to move the default menu entries from the left column to the right column. However, the user will be able to move the default menu entries from the right column to the left column, and change the order of the default menu entries in the right column under the Synergy App Menu / Field Service H App Menu section.

Note: This check box is enabled only if the right column under the Synergy App Menu / Field Service H App Menu section contains default menu entries.

Locked

Select this check box if you only want the user to be able to see the selected default menu entries. The user will not be able to move the default menu entries from the left column to the right column and from the right column to the left column under the Synergy App Menu / Field Service H App Menu section. Furthermore, the user will not be able to change the order of the default menu entries.

Note: This check box is enabled only if the Force check box is selected.