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Hide tab by user role

  • 3 June 2024
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We have several customers who would like to hide a specific tab on a screen by user role.

For example, on the Projects screen, they don’t want certain user roles to see the BALANCES tab.

Is there a way to do that?

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Best answer by ed.goodman 3 June 2024, 16:44

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@donnadeskins55 

In order to hide entire tabs, you need to revoke access to each field in the tab.  Once that is done, the tab will normally disappear.  I would advise doing this in access rights by screen rather than access rights by role.  A couple of things you can do to determine where these access nodes are located is go to the screen involved, in this case, Projects, then go into Tools > Access Rights.  This will open up Access Rights by Screen, and it will normally be in the correct area where the access nodes are located.  A second thing I do if Tools > Access Rights does not provide enough information is to check element properties of the fields involved.  This is done by going to Customization > Inspect Element, then dragging to the fields involved.  Here are some screenshots to illustrate.

 

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