Menu Items

The navigation bar displays menu items.

Menu items are closely related to views, which are customizable pages in the Mambu UI that can be used to create your own UI displays or to generate reports. Views are also referred to as custom views. For more information, see Custom Views.

There are two categories of menu items: menu items with views and menu items without views. If a user selects a menu item with a view in the navigation bar, they will navigate to the associated custom view. Selecting menu items without views navigates to a preset page that cannot be edited.

For more information on how menu items and views are commonly used and for an illustration of how they relate to one another, see Menu Items and Custom Views Showcase.

Menu items without views

The menu items without views are Dashboard, Products, Reporting, Accounting, and Administration. These menu items are predefined and cannot be modified or removed from the navigation bar. The Mambu UI display that comes up when you click these menu items depends on your user permissions. For more information, see Permissions.

Menu items with views

There are two kinds of menu items with views: predefined menu items with views and new menu items with views that you create yourself.

Predefined menu items with views may have existing custom views set up. They are available when your tenant is set up.

The following predefined menu items with views are available:

• Clients
• Groups
• Loans
• Deposits
• Loan Transactions
• Deposit Transactions
• Activities

User access to menu items with views

There are three factors that determine whether you will be able to view or manage a menu item:

• The menu item type and your account permission settings. See Menu item types and permissions.
• Your user type. See User types and menu items.
• The usage rights settings of the menu item. See Usage Rights.

Menu item types and permissions

There are 13 types of menu items with views. The type determines what views can be listed under each menu item and some of the permissions and role assignments that are necessary to view the menu item and the views. For more information on other potential requirements to view or manage a menu item, see User access to menu items with views.

User types and menu items

Regular users and administrator users (admins) have different view, creation, and editing rights with regards to menu items.

Admins are users with the Administrator type, while regular users are non-admins. For more information, see Creating a User - User Rights.

Regular users

As a regular user, you may only view menu items that you have created, that have been set by an admin to be viewable by all users, or that have been set by an admin to be viewable by regular users with a role that you have been assigned.

Menu items that you create are viewable by you and any admin. You can only edit or delete the menu items you have created. Regular users do not have access to the usage rights settings of a menu item.

To manage menu items, you may visit the Manage My Views page in two ways:

• Select your profile name in the top right-hand corner of the top bar and then select My Views, or
• Hover over the navigation bar until the Settings icon is revealed and select it.

Visiting Manage My Views through profile name:

Visiting Manage My Views with the Settings icon in navigation bar:

Administrator users (admins)

All admin users have access to the usage rights settings of a menu item. Here, you may set menu items to be either viewable for all users, or only viewable by users who created the menu item as well as the viewers who have been assigned the relevant roles. For more information, see Usage Rights.

In addition to the two ways to access the Manage My Views page to manage menu items that are available to regular users, admins can also manage menu items through the Views tab under the Administration menu item.

On the Manage My Views, page admins can only see the list of menu items created by themselves or that are accessible to all users.

On the page accessible through Administration > Views, admins can view, edit, or delete the menu items created by themselves as well as other users.

Visiting menu item through administration:

Creating menu items

To create a menu item:

1. Hover over the navigation bar until the Settings icon is revealed and select it.
2. Next to the Parent Menu dropdown, select the Add icon to add a new menu item.
3. In the Creating A New Menu Item dialog, enter all the necessary information. For more information on the fields, see Fields for menu items below.
4. Select Save Menu Item.

Fields for menu items

Usage Rights

Only admins may access the Usage Rights settings of a menu item. For more information, see User types and menu items.

If you select the All Users checkbox, then all roles will be selected and any user with the appropriate permissions assigned to them either directly or through a role will be able to view the menu item. For more information on the different permissions necessary for the different custom view types, see Menu item types and permissions.

If you do not select the All User checkbox, then users will need to be assigned a role with appropriate permissions to view the menu item. Users will not have access to the menu item if they have the permissions directly assigned to them.

Editing menu items

To edit a menu item:

1. Hover over the navigation bar until the Settings icon is revealed and select it.
2. Using the Parent Menu dropdown, select the menu item you would like to edit.
3. Next to the Parent Menu dropdown, select the Edit icon .
4. Edit the name as desired and select Confirm.

Rearranging menu items

You can rearrange the order of menu items in the navigation bar.

To rearrange menu items:

1. Hover over the navigation bar until the Settings icon is revealed and select it.
2. Next to the Parent Menu dropdown, select the Custom View icon .
3. Rearrange the menu items into your preferred order.
4. Select Save Changes.

Deleting and disabling menu items

To delete or disable a menu item:

1. Hover over the navigation bar until the Settings icon is revealed and select it.
2. Using the Parent Menu dropdown, select the menu item you would like to delete or disable.
3. Next to the Parent Menu dropdown, select the Edit icon .
4. Select either Delete or Disable.
   • Deleting the menu item will delete all the custom views that belong to it.
   • Disabling the menu item will remove the menu item from the navigation bar, until it’s enabled again.
5. Select Confirm.