Customize links in the ProcessMaker Platform top menu.

What is a Menu?

A custom menu replaces the default top menu that displays in ProcessMaker Platform. Each item in the custom menu is a hyperlink that specific users and/or group members configured to view that menu may select to go to that hyperlink's destination. A well-designed custom menu organizes important, relevant hyperlinks to destinations that user or group members visit frequently, such as the following:

  • Collections for users who have access to those Collections can more easily access them after those users log on.

  • Saved Searches for users who have been shared those Saved Searches can more easily access them.

  • Requests that users start often.

  • External links your organization visits frequently, such as your organization's portal.

For example, create one menu for your Sales team members that provides links to the in-progress Requests location and their Saved Searches they use to monitor their KPIs, but another menu for all users to access Human Resources information. Different users and different groups may access the same custom menu.

View Menus

Follow these steps to view all the menus in your organization:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Admin option from the top menu. The Users page displays.

  3. Click the Menus tab to display all menus.

The Menus tab displays the name of each menu under the Name column. and provides options to edit or delete these menus.

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