Main menu custom access rule settings
    • 01 Nov 2022
    • 2 minutes to read

    Main menu custom access rule settings


    Article Summary

    When adding or editing a main menu item you can choose to set up a custom access rule. This allows you to control access to a main menu item based on role, audience, or one of the preset rules. 

    The following settings are available when creating or editing custom rules .

    Access controls

    SettingDescriptionNotes
    Restrict access

    Access controls are used to restrict which users can view the menu item.

    Restrict access determines how the following criteria are applied.

    • When set to any, users will be able to see this menu item if they meet any one of the enabled criteria below.
    • When set to all, users will only be able to see this menu item if they meet all of the enabled criteria below.
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    Restrict access by role

    SettingDescriptionNotes
    Restrict access by roleTick this box at the top to enable access to be restricted by role.The other settings will not be editable until you tick this box.
    Role aggregationDetermines whether the user must have all of the selected roles, or any of the selected roles.-
    Context

    This setting allows you to specify where a user must have a role assigned in order to view the menu item.

    • Users must have role in the system context: The user must be assigned the role at a system level (i.e. at a site-wide level) to be able to view the menu item.

    • User may have role in any context: A user can view the item when they have been assigned the selected role anywhere in the system.
    -
    Roles with permission to view

    This criteria allows you to restrict access to the menu item based on the roles a user has been assigned. You can select as many roles as you like, and use the other supporting settings to determine how Totara checks those roles.

    -

    Restrict access by audience

    SettingDescriptionNotes
    Restrict access by audienceTick this box at the top to enable access to be restricted by audience.The other settings will not be editable until you tick this box.
    Audience aggregationDetermines whether the user must be a member of all of the selected audiences, or any of the selected audiences.-
    Add audienceClick this button to browse or search for an audience to add. Select the audience(s) you wish to add, then click OK-

    Restrict access by preset rule

    SettingDescriptionNotes
    Restrict access by preset ruleTick this box at the top to enable access to be restricted by preset rule.The other settings will not be editable until you tick this box.
    Preset rule aggregationDetermines whether the user must meet all of the selected preset rules, or any of the selected preset rules.-
    Conditions required to view

    This setting allows you to restrict access to the menu item using one or more predefined rules. 

    The available rules include:

    • User is logged in
    • User is not logged in
    • User is logged in as guest
    • User is not logged in as guest
    • User is Site Administrator
    • User can view Required learning menu item
    • User can view Team menu item
    • User can view Reports menu item
    • User can view Certifications menu item
    • User can view Programs menu item
    • User can view All appraisals menu item
    • User can view Latest appraisal menu item
    • User can view Performance menu item
    • User can view 360° feedback menu item
    • User can view Goals menu item
    • User can view Learning plans menu item
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    © Copyright 2024 Totara Learning Solutions. All rights reserved. Some content originally obtained via GPLv3 license and continues to be available under GPLv3. All other content is the sole copyright of Totara Learning Solutions. 



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