User menu
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Header area: Menu entries: Some menu items are linked to permissions Custom entries |
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The User menu section can be found on the right-hand side of the Top bar.
User menu functions
Header: Information on the login context
The header area, which is permanently visible within the Top bar, provides information about the most important aspects of the login context for the current session:
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Session feature |
Display |
Notes |
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If a Profile picture is assigned to the User of session (see Change profile picture), this appears on the far left in the header area of the User menu section. Otherwise, the first letter of the string generated to identify the user appears. The User of session is identified via a concatenation of the relevant text fields (‘Name’/name1, ‘Name 2’/name2 and, if applicable, ‘Name 3’/name3) from the address of the user account, provided these are filled. If none of these fields are filled, the ‘user name’ (username) is used. |
There is no profile picture, address or user name available for Guest users. A logged-in guest user is identified by their ‘login token’ (loginToken), which is typically a randomly generated sequence of characters and numbers. The first character of this string therefore appears instead of the profile picture. |
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The role predefined or selected during login (see Roles) is shown on the left in the lower text line. |
If the Localization or Company specific localization provides for a localisation of the role name for the Current locale, this is used. Otherwise, the 'role name’ (roleName) appears directly. |
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The company predefined or selected during login (see Companies/Clients) is identified in the lower text line after a comma as a separator. The Company of session is identified via a concatenation of the relevant text fields (‘Name’/name1, ‘Name 2’/name2 and, if applicable, ‘Name 3’/name3) in the address of the company account. |
If none of the relevant name fields in the address of the Company of session are filled, the second line of text ends with a comma and no reference to the Company of session. |
Menu entries in the User menu
The actual User menu is opened by clicking in the header area.
Different types of restrictions may apply to the display of menu items:
Users or Guest users can be considered as User of session. Not all menu entries are relevant for Guest users.
Most menu entries are linked to the existence of a specific permissions for the Role of session.
The Fast switch is only offered for Users who have a choice when logging in.
Customised menu entries (for Client workflows) only appear if assigned Association criteria apply.
The following table refers exclusively to the menu items predefined by the system for which type 1, 2 and 3 restrictions may be relevant.
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Menu entry |
Description |
Restriction? |
for Guest users |
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Settings |
Opens a dialogue in which settings can be made for the User of session:
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Enables Print documents to be output on a printer available on the client side. |
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Assigns a supported language (see Locale) to the User of session and defines this as the Current locale for the session. |
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Switch theme: <Color theme> or Color themes (menu node) |
Apply an alternative Color theme for the current session. |
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Reload main menu |
Updates the Main menu, where menu entries can be added, removed or appear with a new icon/labelling text. |
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Integration Notes |
Opens the central view for notes (Lobster Data Platform / Integration). |
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The menu node Help appears, upon permissions for at least one of the contained menu items:
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Fast switch / Logout |
Opens the dialogue for the Fast switch, which enables the Role of session and/or Company of session to be changed without logging out or logging out of the session. |
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Logout |
Logs out of the current session and displays the login dialogue in the browser window. |
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Permissions for the 
not relevant
Always available