Edit System Side Menus

This page will provide you with the instructions on how to edit the side menus of Paradigm

Overview

Paradigm side menus are designed for all types of users of the system. However, as an administrator, you have the option to customise the menus depending on the menus that you want visible/available for your users' permission level and provide ease of access by showing only menus they are using often. This knowledge article will give you instructions on how to find and toggle the visibility of each menu in Paradigm as a FULL ADMIN user/administrator.

Key Terms and Concepts

System Side Menus

Menus or options are provided depending on what functions or features you want to use in Paradigm. Each main menu has also some sub-menus under it which you have the option to hide depending on your access level, your commonly used menus, and ease of access.

Paradigm EMS User Interface with the Menus on the side

Permission Level

Your access level is given to you by your institution when it comes to your usage of Paradigm. Users with Full Admin Access are the ones who are advised to make changes to the System Tabs/Menus.

These permission levels are indicative of those available and may not all be in use at your institution. Consult with your "nominated contact person" or other Paradigm experts before making any changes. If you are the "nominated contact person" or Paradigm expert for your institution and need further help, please consult the Silverband Helpdesk for more information.

Some of the Permission Levels assigned to a user or contact in Paradigm are the following: Full Admin, Accounting Member Access, Student Level Access, Staff, Tutor, Reception, etc.

To learn more about assigning a permission level or a security group to a user or contact in Paradigm, refer to the workflow: Assign a Permission Level to a Contact

Implications

BE ADVISED:

Editing data in any of these options has implications across the entire system and across various security levels. Please ensure that all of the implications of any changes or updates are carefully assessed before making those changes.

NOTE:

The Side Menu options make up each sub-menu within each Tab of the Paradigm System.

The System Tab and Side Menu Editing options are normally reserved for people with the highest level of system access because changes made here have a system-wide impact on the functions available from the side menu. If a Tab or a Side Menu option is set as hidden for a particular security level, all of the pages and side menu options within that tab or side menu option are also hidden for all users who have that security level.

Workflow

The instructions below assume that you have a FULL ADMIN permission level or are the administrator of Paradigm in your business or institution.

1. Choose the System > Menus Edit > menus on the side. Select the Permission Level menus that you want to edit, e.g. "Staff Member Access" > Click the SEARCH SIDE MENU button.

2. A list of all the main menu items available to that permission level you’ve set, and their current visibility setting will appear below. To hide some of the main menu items, simply click the button (eye icon) to make it hidden. In the sample screenshot below, the Providers menu is set as hidden from contacts or users with Staff Members Access.

Hide or make the Main Menu Items visible to the selected permission level

3. Click the of each Main Menu, to search for the Sub-Menus that you want to edit/change the visibility, e.g. making the Edit Details menu under the Student main menu hidden from the selected permission level.

Note that a visibility icon with a slash on it means you’re making it invisible/not available to that specific permission level. Remove the slash to make it available/visible.

hiding the Edit Details menu under the Student main menu from the selected permission level

4. After setting the visibility, click the SAVE MENU button.

SUCCESS:

The changes you will make on the menu will apply to all users with the same permission level you’ve set at the beginning. The changes will be immediately visible by reloading or refreshing the browser page of the affected contacts or users.