Who is this article for?

Site Administrators who are looking to configure this menu.

Site Admin permissions are required.

Users have access to the Go To... menu wherever they are on the site. To provide a tailored experience, you can customise its contents for specific Users or Roles. This guide will walk you through how to configure the menu.

In this article:

1. Checking current configuration
2. Default options
3. Configurable options
4. Classic options
5. Further reading

1. Checking current configuration 

You can check which options a User has visibility of in their User notebook.

To open a User notebook, click the hyperlinked last name of the person whose page you want to view.

The notebook consists of four tabs:

• Roles and Permissions - Displays the Roles and Permissions assigned to the User. Users with appropriate Permissions can add and edit them from this page.
• Go To... Menu - Controls what the User can access via the Go To... menu.
• Ownerships - Details items the User has ownership of. Users with appropriate Permissions can add and edit them from this page.
• Appraisals - Displays items from Appraisals related to the User.

To check that User's visibility, switch to the 'Go To... Menu' tab:

• Go To... Menu - Lists which options the User can see, split into direct ownership (assigned to a User) and inherited ownership (assigned to a Role).
• Option 1- Lists which items the User can see within Option 1. Appears only if the User has access to the Option.
• Option 2- Lists which items the User can see within Option 2. Appears only if the User has access to the Option.

In the below example, Option 1 is 'Document Browse', and Option 2 is 'Document Search'.

2. Default options 

To view current visibility:

1. Open the 'Go To... menu'.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'Go To... Menu' (under 'Site Options').

You will be taken to a settings page where you can check who has visibility of each module available for your site. By default, the 'All Users' Role will have been added to each of the options available for your site.

To edit visibility:

1. Click 'Module Name▼'.
2. Select 'Who can see this option'.
   You will see a pop-up modal with all Users and Roles.
3. Move all Users and Roles needing access to the right, by double-clicking their name, or by highlighting their name and pressing the arrow buttons.
   Reverse the process to remove access to a module.
4. Click 'Save & Close'.

Worried about experimenting with visibility options?
Site Administrators have access to all vital spaces and features on your site, regardless of whether they've been granted visibility using the site settings, allowing you to safely try various configurations! This does not apply to configurable options.

3. Configurable options

Configurable options allow you to have greater control over the sections and items appearing to Users under the 'More' section. Each site has two custom slots: Option 1 and Option 2.

To customise the sections: 

1. Open the 'Go To... menu'.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'Go To... Menu' (under 'Site Options').
4. Choose 'Option 1' or 'Option 2' from the list on the left.
5. Click 'Option▼'.
6. Select 'Who can see this option' or 'What appears in this option'.
   You will see a pop-up modal with available elements.
7. Move all required items to the right, by double-clicking their name, or by highlighting their name and pressing the arrow buttons.
8. Click 'Save & Close'.

When the page refreshes, you will be able to see the current configuration for the configurable options:

Now that items have been added, you can rename the Options by selecting 'Rename option' from the dropdown menu under the header.

Users reporting that they can't see the contents?
This is because these steps only gave them visibility of the sections within the 'More' section of the Go To... menu. To grant them access to the options within, read on.

To grant access to the options:

1. Click 'Option▼'.
2. Select the option name (under 'Change who can see option contents').
   You will see a pop-up modal with all Users and Roles.
3. Move all Users and Roles needing access to the right, by double-clicking their name, or by highlighting their name and pressing the arrow buttons.
4. Click 'Save & Close'.

4. Classic options

Classic options enable you to access the corresponding screen in Classic without having to log in again, by selecting a page in Browser.

To configure these:

1. Open the 'Go To... menu'.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'Go To... Menu' (under 'Site Options').
4. Choose 'Classic' from the list on the left.
5. Click 'Classic▼'.
6. Select the option you want to configure from the dropdown.
   You will see a pop-up modal with all Users and Roles.
7. Move all Users and Roles needing access to the right, by double-clicking their name, or by highlighting their name and pressing the arrow buttons.

When the page refreshes, you will be able to see the current configuration for the Classic options:

5. Further reading

• Assigning Permissions to Users and Roles
• Navigating the site using keyboard shortcuts