Configuring Menu Permissions (Admin)

Menu permissions grant access to different areas of the system. They function somewhat differently from System Object Permissions in that, instead of granting differing levels of access, they simply allow or deny users access to certain pages within Actionstep.

Admin users can set up the menu permissions for your Actionstep system.

To edit menu permissions:

1. In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Menu Permissions on the right side of the page. The Menu Permissions page appears, showing you a list of available menu permissions. 
3. Click a menu name. A Menu Access page for that menu is displayed.
   System roles available in your Actionstep system are listed on the left side of the table, and access points are listed across the top of the table. In this example, the Administrator role has access to all pages in the banking module, but the User role can access only receipts.
   
   
4. Select or clear the checkbox for the menu access you want to give to a specific role.
5. Click Save to save your changes. 

Related Articles: 

• About the Actionstep Admin Page
• Setting Report Permissions (Admin)