Atrieve Global
Atrieve Global
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User Account Management - Group Menus (Admin Guide)

Overview

The Group Menu Options Profile page allows administrators to define and manage the list of available group menu options (e.g., Human Resources, Finance, Payroll). These environments are used to control which system menus are available for assignment within User Management.

Access & Permissions

  • Only authorized PowerSchool administrative users can access this page

  • Standard users cannot create, edit, or delete menu environments

Key Features

  • Add new menu environments (Menu or Script types)

  • Edit existing configurations

  • Delete menu environments (with validation)

  • Enable or disable menu options

Field

Description

Validation / Notes

Type

Defines the menu type

Values: Menu, Script

Environment

Name of the menu option

Free text (e.g., Human Resources, District Finance)

LOGICALS.COM Location

Directory or script path

Must contain valid LOGICALS.COM or script

System

Associated system code

If applicable (e.g., PRM, BAS, MAR, POM, SMS)

Active

Indicates if the menu is available

Values: Y/N

Supported Menu Environments

Examples of supported configurations include:

  • Human Resources (PRM)

  • District Finance (BAS)

  • Schools Finance (BAS)

  • Admin Payroll (OPS)

  • Casual Payroll (OPS)

  • Support Payroll (OPS)

  • Teacher Payroll (OPS)

  • Substitute Payroll (OPS)

  • Security Management (SMS)

  • Purchasing (POM)

  • Accounts Receivable (MAR)

  • Script-based options (e.g., Backup Teacher Payroll)

Adding a Menu Environment

  1. Navigate to Atrieve Web > Security > Security Settings > Profile Menu > Group Menu Options Profile

  2. Click Insert

  3. Enter required fields:

    • Type (Menu or Script)

    • Environment name

    • LOGICALS.COM location or script path

    • System (select from lookup). Note that the System is only required for add-on modules (Example: MAR, BPS, ATS, POM, BTS, etc.)

      • Example: for ‘Finance’ you do not have to select the System of BAS (value can be left blank) because BAS is in the Logical location, but for ‘Accounts Receivable’ you have to select the System of MAR, otherwise the system assumes the System is BAS because that is what is in the Logical location.

    • Active status

  4. Press Enter to add the entry to the grid

  5. Click Save

Result:
The new menu environment is added and stored in the system file.

Editing a Menu Environment

  1. Select an existing menu entry

  2. Click Modify

  3. Update required fields

  4. Click Save

Result:
Changes are saved and reflected in the configuration.

Deleting a Menu Environment

  1. Select a menu entry

  2. Click Delete

  3. Confirm deletion

Deletion Rules

  • If no users are assigned → deletion is allowed

  • If users are assigned:

    • Deletion is blocked

    • A prompt is displayed with option to view associated users report or cancel deletion

Buttons

Button

Description

Insert

Add a new menu environment

Modify

Edit selected entry

Delete

Remove selected entry (with validation)

Save

Save all changes

Cancel

Discard unsaved changes

System Behavior

  • Menu environments become available for assignment in User Management

  • Disabled entries (Active = No) are not available for selection

Best Practices

  • Use clear, consistent naming for environments

  • Validate directory paths before saving

  • Use Active = No instead of deleting when possible