X-ERP Help
Role menus
In the role menu, additional desktop buttons can be displayed in selected desktops for the different roles managed in X-ERP. This way you can switch to a task-related role menu and access the functions that are important for your job.
This is how the role menu setup works
- On the Home desktop, select the Desktop button Role menus.
- Open the role menu you want to work in.
Role menus bundle tasks - they do not automatically change the underlying data.
Fields
- Role: Selection of role (see Administration > Roles)
- Desktop: The desktop on which to display the role menu.
- Number of grid lines and Number of grid columns determine the index.
- Show symbols: By activating the checkbox, the standard desktop button icons are displayed.
- Show text: If the checkbox is activated, the standard label of the desktop button is displayed.
- Font size (px):
Configuration of the buttons
- Row index: The line index tells you in which line of the role menu the desktop button is located. There can be up to 7 lines.
- Column index: The column index tells you in which column of the role menu the desktop button is located. There can be up to 16 columns.
- Route: Determines where the program navigates when the desktop button is pressed. This can be, for example, an edit view, a list view or a wizard.
- Display text: Label of the button
- SVG: The desktop button emblem.
- Color of the button:
- Font color:
- Background color:
- Frame color:
Video
Related topics
- For beginners – basics for daily work
- For beginners – basics for daily work › Login and logout
- For beginners – Basics for daily work › Adapt the language
- For beginners – basics for daily work › Progressive Web App
Frequently asked questions
Why don't I see a menu item?
Often another role is active or the user does not have permission for this function.
