Setting Up Your Munis Hub

MUNIS 2018.1 is now LIVE!!!!  See below as to how to set up your HUB.  

To access Munis 2018.1, visit NOTE: Make sure this is the exact URL you are using – there should be nothing else at the end of the URL. Sign into Munis using your Active Directory user name and password.

Tyler Hub will load and a wizard will walk you through setting up the Hub.

To begin, select “Workflow.”

Click NEXT.

In the “Pages” tab, select “MSBSD Hub” and click NEXT.

Make sure “MSBSD Hub” is selected as your Home Page and click NEXT.

Click DONE.

Tyler Hub will refresh and look similar to this. NOTE: The “Favorites” box will not populate with links.

From this Hub, you can view any pending approvals (in the green box) and any notifications (in the orange box). External Links are available, as are the Tyler Menu and a place for Munis Favorites. The “Recent Requisitions” box displays recent requisitions for your location(s).

To add additional links to “External Links,” click the three dots in the top right-hand corner and select “Card Designer”.

In the “Link” section, click the plus sign.

In the pop-up window, select Type: Build Custom from the drop-down menu. Type or paste in the URL. Type in a Display Name. Click OK.

Rearrange the links by clicking and dragging the gray lines next to each Display Name.

Click the Trashcan next to a Display Name to delete the link.

To preview your changes, click “Refresh.”

When you are done making adjustments, click “Next”

Click “Next” again.

Click “Save”

The Hub will refresh to display your changes.

To add links to your Favorites, type a Munis program name into the Tyler Menu Search Bar and hit “Enter” on your keyboard.

Right-click on the program name and select “Add Favorite”

Continue for all of your favorites. Business Services recommends adding the following programs to your Favorites:

-          Account Inquiry

-          YTD Budget Report

-          Budget Transfers and Amendments

-          Requisition Entry

-          Purchase Order Inquiry

-          Vendor Inquiry

-          Commodity Codes

-          Invoice Inquiry

-          Employee Inquiry

-          Expense Claims

After adding all programs, you can re-organize the “Favorites” box. To do so, click the “waffle” menu at the top of the screen and select “Favorites” (the green heart)

Click “Edit” at the bottom of the pop-up window.

Rearrange the Programs or categories by clicking and dragging the gray lines next to each Program Name.

To delete a program or category, click the trashcan next to the program name.

To rename a program or category, click on the  name.

In the pop-up window, type in a new name and click SAVE.

To add a Category, click “Add Category”

After all changes have been made, click “Done”

Click “Close” to return to the Hub

Recent Requisitions should display the requisitions relevant to your location(s). If it does not, update that setting by clicking the three dots in the top right-hand corner of the box and select “Card Designer”

In the Filter section, click the plus sign.

In the first field, select “Purchasing Department Code”

In the second field, leave “Equal.”

In the third field, type in your location code.

To add another location, click the plus sign, select “Purchasing Department Code” and enter the department code.

Click “Next” on the next two screens, then click Save. The Requisitions list will refresh




I've signed in, but see only a blank page and cannot set up my HUB. What do I do now?

  If you are using Google Chrome, check the URL in the address bar to make sure that the end of the address does NOT contain /default.aspx. If you see this in the address, delete it and refresh the page. You will need to update any saved bookmarks if they include "default" in the URL as well.

How do we put WF back on our HUB if we didn't put it on or we deleted it? 

  Click on the hamburger icon, click on Content Library, click on "Cards", click on "Workflow", choose which one you want back on there "Approvals", click "Add Cards", click Close.  

  Now you can move this around as you want by going to the hamburger and clicking on page layout. 




Article ID: 67961
Thu 11/29/18 1:00 PM
Mon 7/29/19 1:41 PM