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How to set Permissions for a Menu button

This is configurable on both the Side Bar and Command Bar menu types.

Overview

The purpose of the permissions pane is to allow you to configure who in the system you want to be able to see the menu button. By default, if the Enable permissions for this menu item is unchecked. Meaning all users in the system can see and click on that menu item. By checking Enable permissions for this menu item, you then have the ability to check which users and groups on your principal list you want to have access to that menu item.

Detail

Every menu setup has a permissions section.

Permission location

By default, "Enable permissions for this menu item" is unchecked. This means that by default all the users in the system will be able to view and operate the menu button. Note that the options to select users is all greyed.

Enable permissions toggle

Check the "Enable permissions for this menu item". This will enable the selection of users.

If just leave it here and save ie. if you do not check any user OR do not check "Select All", then the menu will disappear for all users.

Permissions enabled

If you check "Select All", then all the users will be able to see and operate the subject menu button.

All users selected

If you check specific users from the list, then only the selected users will be able to view the subject menu button, rest all would not be able to see the menu button.

Specific users selected

In other words, only those system users who have a check mark against their title will be able to view the subject menu button.

Displaying text and icon on a menu button

Various types of On-Click Action

Location to display field

Save Intention field