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Changing the default menu or sharing an edited menu with others?

  • 23 October 2023
  • 3 replies
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M

Hello I’m curious how you change the “reset to default menu settings”.  We would like all users to start with a common view then customize from there.  Another way would be to share the menu configuration settings?  This would allow us to establish what is visible in the show all and show less categories.  Thanks.

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Best answer by Kandy Beatty 23 October 2023, 21:13

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Kandy Beatty
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HI @mknapke 

At the bottom left of the screen, you click the 3 dots and Edit Menu

Then you click the Reset to Default Menu Settings

 

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Kandy Beatty
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Userlevel 7
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Here is also more information, however the menu is user edited unless that is revoked with security.

https://help.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=4a789925-f02a-4c88-a7d7-9e1a651966a6

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
hkabiri
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@mknapke In case you want to clear all users menu customization you should be logged in as a user with Role set on Security Preferences as Menu Editor Role, assigned. We assume the Role is Administrator and you logged in as the user with this role assigned.

All you need to do is on bottom left click on … Open Configuration Menu and Select Edit Menu

Edit Menu mode

On top right hand corner click on Menu Settings with gear icon and then click on Reset To Default Menu Settings on Workspace Categories. It will give you a prompt that all users settings will be reset to default and click OK.

Reset to Default for all Users

Now while you are still in Menu Edit mode, make changes and that will be considered as default for all other users.

 

SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com

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