Quick Intro
The options and functions that are available within a user's Nav Bar is configurable. Users can be given custom set-ups, or assigned a standardised profile. These configurations can be password-protected, so that users cannot edit their own Nav Bar structure. This article explains how to configure these.
Where To Find It
Access the menu configuration screen by going to the Program menu at the top of the main Havenstar screen, and then to Menus. This screen may be password-protected.
When you open this screen, by default, it is restricted to editing your current structure. Use the padlock button to unlock editing of other users, and editing of profiles. This button may also be password-protected.
Orientation
Each tab corresponds to a section in the Nav Bar. The menus that are currently assigned to the selected User or Profile are shown at the top of the list, with a check mark, in alphabetical order. The menus are that are not assigned are shown in the second half of the list, also in alphabetical order within that section.
Editing Users
Select the user to edit, and then make changes as needed. To assign or change their profile, simply select the profile from the drop-down box labelled Assigned profile. The red arrow button can unassign the profile, while maintaing the menus they currently have.
To make custom changes, simply tick or untick the individual menu items as required. Click the yellow Save button to confirm any changes, or the red X to discard them.
If a user is assigned a specific Profile, then any custom changes made may be overwritten the next time that profile is updated and sync'd.
There are also a number of advanced features available using the action buttons in the middle:
- Copy the current user's configuration to another user.
- Create a new Profile by copying the current user's configuration.
Editing Profiles
To edit a profile, switch to Profile mode using the options in the top-left of the screen; then select the Profile that you want to edit. Editing a Profile is basically the same as editing a user - simply tick or untick the menu items that should be allocated to that profile. You can also Create and Delete profiles using the action buttons in the middle bar.
By default, changing a Profile will automatically update any users assigned to that Profile. This may overwrite a custom configuration that they had.
There are also a number of advanced features available using the action buttons in the middle:
- Duplicate the current profile.
- Copy the items in the current profile to one or more users.
- Assign the current profile to one or more users.
Related Articles
Using the Nav Bar Search
Searching using the Nav Bar Quick Intro The Nav Bar search function automatically searches for different records based on what's typed in. It can be used to find boats, accounts, invoices, and also Havenstar screens/functions. Initiating a Search ...
Creating New Users Guide - Version 3.8 Onwards
Introduction As of version 3.8.0 onwards, users can be created and managed more easily in the Havenstar app directly, using the Set Up Users screen. If the new user is using a new PC, the SQL native client would still need to be installed on the PC. ...
Setup Email - Email Templates Fields & Variables
Setup Email - Email Templates Fields & Variables This article pertains to Havenstar version 3.35 and above. Quick Intro This article is a reference for the available dynamic fields and variables that you can use to create personalised email templates ...
How to hide/show tabs in Set-up Boats (F10)
Introduction In Havenstar, there is the ability to show/hide tabs in Set-up Boats (F10) so that you only display tabs that you require. Solution 1) Simply go to Settings > General > Show/hide "Setup Boat" tabs: 2) Then, select the tabs that you wish ...
Special Events - Documentation
Introduction The Special Events feature gives you the ability to associate or "tag" an invoice with a particular "special event". This gives you the ability to report on this data, letting you see the impact of particular events on your revenue and ...