Channel Menu Overview
Overview
The Channel Menu provides quick access to frequently used channel-level functions in ZetaSafe. It is available to all user types that have channel access — this excludes Client and Location User types.
Accessing the Channel Menu
Click the Channel dropdown in the ZetaSafe header.
The menu will display all options available to your user type.
Menu Options
Option | Description | Enabled by Default |
Channel Management | Edit and review channel details including address, name, and other settings | ✅ Yes |
Compliance Scheme Template | Build a compliance scheme and copy it to clients within your channel | ✅ Yes |
Client List | View all clients within the channel, including licence information. Links allow seamless navigation between clients without using Change Active View | ✅ Yes |
Add Sub-Channel | Allows aggregated channel admins to create sub-channels for better organisation | ❌ Not by default |
User Management | View and manage all channel users and associated management functions | ✅ Yes |
Handheld Licences | View available and in-use handheld licences for your channel | ✅ Yes |
Add Additional Handheld Licence | Grant a user outside your scope (another channel or client) access to your database via ZetaMobile | ✅ Yes |
Aggregated Licence Management | Allows aggregated channel admins to manage licences across multiple clients. Contact your Account Manager to enable | ❌ Not by default |
Manage Clients and Sub-Channels | Hide unmanaged channels and clients from Channel Users to improve efficiency and clarity on both web and handheld devices | ✅ Yes |
Add New Client | Add a new client to the selected channel | ✅ Yes |
Things to Keep in Mind
Client and Location Users cannot access the Channel Menu — this menu is only available to user types with channel-level access.
Add Sub-Channel and Aggregated Licence Management are not enabled by default — these features are available to aggregated channel admins only. Contact your Account Manager if you need these options enabled.
Client List provides seamless navigation — use this option to switch between clients within the channel without needing to use the Change Active View function.
Manage Clients and Sub-Channels improves clarity — hiding unmanaged clients and sub-channels keeps the interface clean and reduces noise for Channel Users working across large estates.