Leo User GuideSystem Setup System Tools Menu Item ToolsAdmin Toolbar: Home Menu and Footer Links Menu Management

Admin Toolbar: Home Menu and Footer Links Menu Management

As a System Administrator you have the ability to customize specific areas of Leo to help the Users maximize efficiency. 

This article will explain how to add and modify links to Leo's Home Menu and the Footer Menu , which will allow Users to easily navigate to another website (i.e. School email, Medical Dictionaries, Library etc.)

NOTE: A User can edit menu items with a Role security level of 91 or higher.

Home and Footer Menu Editors

Path: Admin Toolbar > Edit Menu Link

  1. Home Menu
  2. Left Footer Menu
  3. Right Footer Menu

Home: Edit Menu

This report shows all of the options available in the Home menu. From this screen you can perform the following tasks:

  • Name(Edit): Click the name in the column to edit an existing menu item

Upper Menu links:

  • New Menu Item: Click to add a new Menu Item
  • Menu Master Record: Click to manage the Menu Title
  • Deleted Menu Items: Click to review any deleted menu items
Edit Menu

This screen helps define menu items and allows for future editing.

  • UI (*): New UI
  • Menu(*): Click the chevron to select the menu screen
  • Menu Item Name (*): Edit name
  • Type (*): Click the chevron to select the Type
  • New Window: Indicates this item should not be loaded in the main page. Available options are:  
    • No: the default, we assume you don't want to open in a new window.
    • Small: opens a pop-up window
    • Medium: opens a pop-up window
    • Full: opens a pop-up window
    • Modal: Modals can be used to load web links so that the user is not taken away from the main screen
    • Modal Full: Full screen modals give you more screen space to load your target website.
  • Icon: Select icon
  • Security Level: Click chevron to select security level
  • Sequence (*): Edit sequence number
  • Use Only Primary Link: option indicates that the creation of the menu link should bypass the standard process and just use the Primary Link value
  • Primary Link: If you are creating a link to an external site, this is where you paste in the web address. Be sure to include the http:// or https:// part!
  • Link Action: Default
  • Link Menu ID (*): Click the chevron to select the Menu ID
  • Activation Flag: Enter an Account Manager code that must be set in order for this option to be made available.
  • Save Menu Item
  • Save-As-New: If selected, this option will save content of the current record into a completely new record. It is very handy of the new record is only slightly different from the current record.
  • Mark as Deleted: Yes/No toggle

NOTE: If you are attempting to create a link to an external website, make sure you use the following fields: New Window, Use Only Primary Link, Primary Link

Maintain Group Access

Menu Groups can be used to lock down access to menu items based on Group Membership. If one or more Groups is assigned to a menu item, then only the members of that Group will have access to the option.

NOTE: A User must also meet all other security requirements for the menu item.

NOTE: This is a very large master list.

New Menu

This Menu Definition does not contain much information other than the name of the menu. Individual menu items are tied back to the menu by this name, so it is very important. Other definition level records have more detail.  In the future, more data may be added to this definition record.

  • Which UI? (*): Select New UI Only or Legacy UI Only
  • Menu Name: Type in the name of the menu
  • Description: Optional but useful
  • Deleted: Yes/No Toggle
  • Save

This Menu Master Record can also be created in the previous screen under New Menu

Editing the Left and/or Right Footer Menus follows the same procedures as editing the Home Menu.