Hiding the Document Menu Item on the Matter Screen

Overview

Actionstep has the ability to hide system users from seeing the Document Menu Item on the Matter screen

How to set this up

You need someone with account authority to go to Admin>Users & Permission> Menu permission> Action_Details_Menu, you can untick the Documents for the particular system role.

Note

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

Related Articles

• Introduction to Permissions
• System Role Permissions
• Menu Permissions
• Supplier invoice Restrictions