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  • Hiding the Report Menu Item on the Home Screen

Hiding the Report Menu Item on the Home Screen

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Overview

Actionstep has the ability to hide system users from seeing the Reporting Menu Item on the Home screen

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How to set this up

There are 5 permission places that need to be disabled to remove the Reports tab.

You need someone with account authority to go to Admin>Users & Permission> Menu Permissions>Accounting_Main_Menu - Reports is "Unticked"

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Admin>Users & Permission> Menu Permissions> Actionstep_Main_Menu - Reports "Unticked" and Dashboard "Unticked"

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Admin>Users & Permission> Menu Permissions>Crm_Main_Menu - Reports is "Unticked"

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Admin>Users & Permission> Menu Permissions>Trust_Menu - Reports is "Unticked"

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Once a

 

 

Note

The functionality contained in this article is for Practice Pro + Accounting admin users.

 

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