You added a Menu Item to an App, but a particular role doesn't see it in the portal. The Menu Item itself may be configured correctly. In Magentrix, Navigation Menu uses a layered visibility model: each item type has its own access check on top of the menu's own visibility setting. If any layer denies access, the item is hidden.
Use this checklist when a Menu Item is missing for a specific role.
1. Confirm the Menu Item is on the right App
Each Security Role is assigned an App. A Menu Item only renders if it lives in the App tied to the user's role. Open the Navigation Menu and verify the Menu Item is under the App that role uses.
2. Check the Menu Item per-role Visibility (Link and Web items)
For Link and Web Menu Items, the Visible / Invisible setting is applied per Security Role. Open the Menu Item and confirm it is set to Visible for the role in question.
For other item types (Entity, Active Page, Engagement Page, module shortcuts like Training or Articles), the Visible/Invisible toggle is not the gate. Visibility comes from the underlying permission, covered below.
3. Module shortcuts: grant the role permission on the module
Menu Items that point at a built-in module (Training, Articles, Documents, etc.) only render when the role has permission on that module. Adding the Menu Item is not enough on its own.
Example for Training:
- Go to Create > Training > Settings > Permissions.
- Select the Security Role.
- Set the role's Training permission as desired and Save.
After this change, the Training Menu Item will appear in the navigation when a user with that role logs in. The same pattern applies to other modules: open the module's Settings > Permissions and grant the role.
4. Engagement Page items: share the page with the role
A Menu Item that links to an Engagement Page only appears for users who have view access to that page. Sharing is set on the page itself, not on the Menu Item.
- Go to Create > Engagement Pages and open the page.
- Click More Actions in the top right and select Share.
- Add the Security Role with View permission and save.
The Menu Item will then render for that role.
5. Folder Menu Items: at least one child must be visible
If the missing Menu Item is inside a folder, an empty folder (one where no child item is visible to the role) is hidden automatically. Make sure at least one child passes its own visibility check.
Quick reference: which gate applies to which item type
- Link / Web: per-role Visible/Invisible setting plus per-item Share list.
- Entity: the role must have read access to the entity.
- Active Page: the role must have access to the page record.
- Engagement Page: the page must be shared with the role.
- Module shortcut (Training, Articles, etc.): the role must have permission on the module.
- System (auto-generated): managed by the platform; cannot be edited or hidden directly.
For the full security model, see Navigation Menu and Security Integration and About the Navigation Menu.