Menu Access by Role

  1. On the Administration menu, select Information and then click Menu Access By Role.

The first page is a standard Filter Options Page to query by Application and/or by Role.

  1. You can leave the Role field blank to query for all roles, or refine the search by selecting a Role from the drop-down menu.

  2. Click Execute Report.

The Report Results page will display a list, by application of the Menu Items associated with each Role Name; in other words for a given Role, what menu items/report options will the user have access to based on their individual roles.

 

This report can be exported to PDF, Excel or XML and/or saved as a Pinned Report.

 

To modify the menu access by role, you can either choose to remove roles from a menu, add roles to a menu or also create a new role.

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