Custom workspaces per user/role

  • 10 December 2020
  • 3 replies

Hey Folks,


I am wondering if there is an option to show users only the workspaces that are relevant to them. For instance someone in Procurement does not need to see the Banking workspace.




Best answer by ccleary 10 December 2020, 20:40

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3 replies

Userlevel 3

@robmellentine this can be restricted by user security. If the user does not have access to screens within that menu, they will not see that menu option

Got it. I was hoping to adjust this on a user by user level instead of for the whole role. I can work with this. Thanks.

Userlevel 3

@robmellentine you could create a new role “Restrict Banking” and keep everything for that role as not set, then only restrict banking. 

Assign that new role to a single user

The other users in the role would then be unaffected!


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