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Change a menu set to read only

Set an menu-set to be read only.

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Written by Harry Ledger
Updated over a month ago

The read only menu set feature allows specified users to be assigned an existing menu set, but with restricted access where only processes and reports will be visible, whilst hiding custom buttons/workflows and disabling mail merges.
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All fields will be set as read only, preventing the content from being edited. The read only indicator can only be set either at the individual menu set or group level, not on the menu set itself.

Set read only on a menu set for a user

  1. In the Admin Tool, click User Accounts.

  2. Click the Users Drop Down, and select All Users.

  3. Locate the Users Name in the list that you want to switch Read Only on for.

  4. Double click their user account record.

  5. Expand Menu Sets.

  6. Scroll down to the Menu Set that should be read only, single click it, and on the right, click Change Read Only.

  7. Click OK.


Set read only at group level

This method is to be used if you wish to set a menu set to read only for multiple users.

  1. In the Admin Tool, click Groups.

  2. Double click on the relevant Group record.

  3. Expand Menu Sets.

  4. Single click on the Menu Set to be made read only, and click Change Read Only.

  5. Click OK.

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