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Category not showing in the Main Menu?

3 REPLIES 3
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Message 1 of 4
JohnCHill
543 Views, 3 Replies

Category not showing in the Main Menu?

I created a category and put my new workspace under it, why is my category not showing in the Main Menu?



John Hill
Support Specialist
Product Support
Autodesk, Inc.
3 REPLIES 3
Message 2 of 4
JohnCHill
in reply to: JohnCHill

You need at least two Workspaces under a Category for it to appear in the Main Menu.



John Hill
Support Specialist
Product Support
Autodesk, Inc.
Message 3 of 4
rlasater
in reply to: JohnCHill

If its not in the main menu, then where is it? For example I want to look at the sales and marketing area but cant get to it.

Message 4 of 4
JohnCHill
in reply to: rlasater

Hello,

 

Is Sales and Marketing App included in your tenant?

 

Go to the Administration Menu, choose Setup and then click on the General tab. Choose the Main Menu Designer and look for the Sales and Marketing Category. If that App. is part of your Tenant you should see Customers, Sales Quotes and Marketing workspaces listed below. If you do see the workspaces than you may not have the right permissions to view the workspaces under Sales and Marketing category in the Main Menu. Make sure the Group you are assigned to is associated to the workspace roles and that the roles have the "View Item" Workspace permission assigned to them.

 

Please let me know if this helps or if the Sales and Marketing App is not part of your tenant.

 

John

 



John Hill
Support Specialist
Product Support
Autodesk, Inc.

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