Manage Menu Options

You can configure the tab and menu access to:
casm171
You can configure the tab and menu access to:
  • Help protect the integrity of the data for your objects.
  • Prevent the users from performing unauthorized tasks such as adding or deleting object information.
  • Support separation of duties so users only see the information appropriate for their particular job function.
For assets, models, and legal documents, you provide a specific configuration by specifying the
asset family
and
legal template
.
You can configure the menu access in the following ways:
  • Hide a menu option when users should not be able to see all, or a particular menu option.
    For example, you do not want a user to be able to view model dependencies. Therefore, you hide the Dependencies menu option.
  • Make a menu option appear when users should be able to see all, or a particular menu option.
    For example, you want a user to be able to view model dependencies. Therefore, you make the Dependencies menu option appear.
  • Make a menu option read-only when users should be able to see, but not use a particular menu option.
    For example, you do not want a user to change any notes for a model. Therefore, you make the Notes menu option read-only.
  • Make a menu option accessible when users should be able to see, and use a particular menu option.
    For example, you want a user to be able to change the generic configuration for a model. Therefore, you make the Model Configuration menu option accessible.
Combine the tab and menu configuration and field configuration to enforce more granular levels of access.
Follow these steps:
  1. Click the tab and optional subtab for the object access that you want to configure. On the left, click
    CONFIGURE: ON
    .
    The configuration of the object access is enabled.
    In the Configuration Information area of the page, specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.
  2. To hide a menu option, complete the following steps:
    1. On the menu or menu option, click the Access Granted icon.
      The Access Denied icon appears for the menu or menu option.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role cannot see the menu option.
  3. To make a menu option appear, complete the following steps:
    1. If the menu or menu option is already hidden, click the Access Denied icon on the menu or menu option.
      The Access Granted icon appears for the menu or menu option.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can see and use the menu option.
  4. To make a menu option read-only, complete the following steps:
    1. On the menu or menu option, click the Editable icon.
      The Read Only icon appears for the menu option.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can see, but not use, the menu option.
  5. To me a menu option accessible, complete the following steps:
    1. If the menu or menu option is already read-only, click the Read Only icon on the menu or menu option.
      The Editable icon appears for the menu option.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can see, and can use the menu option.