Step 1
Select the Roles option on the main menu.
Note: The visibility of main menu options is determined by menu permissions. For more information about configuring menu permissions, see: Understanding Menu Permissions.
Step 2
Select the role for which you wish to edit menu permissions from the list.
Step 3
Select the Menu Permissions button which appears at the top of the screen.
Step 4
The menu permissions window will appear. Use the toggles to assign or remove permissions.
Note: These toggles correspond to visible main menu options, if the toggle is blue the permission is enabled.
Step 5
When you have finished editing the menu permissions, click Save to commit the changes.
With the role still selected, click the View button at the top of the screen.
Step 7
The Role Record screen will appear - scroll through the Menu Permissions section to verify that the permissions have been set correctly.