Hide a Tab in Vantagepoint

You can hide a tab in a hub or Chart of Accounts from certain users, based on their role security.

For information about what happens when you hide a tab, and about the fields that are secured or locked on a hidden tab, see Hiding Tabs in Vantagepoint.

Use these instructions to hide tabs from multiple users simultaneously in Screen Designer. As an alternative, you can specify the tabs to hide for each role in Settings > Security > Roles. For more information, see: Set Up Access to Application Tabs.

To hide a tab for one or more security roles:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the tab that you want to hide.
    In the Tab Properties section of the properties pane, the Field Type field displays Tab and the Caption field displays the tab name.
  3. In the Tab Security field in the Tab Properties pane, click .
  4. On the Tab Security Rights dialog box, in the Display for These Roles list, hover over a role from which you want to hide the tab and click X at the end of the row.
    The role is removed from the Display for These Roles list and added to the Hidden for these Roles list.

    If the tab is required in other applications for a given security role, that role is shaded in the Display for These Roles list and you cannot select it.

  5. To hide the tab from other roles, repeat step 4 for those roles and then click Apply on the dialog box.
  6. On the Actions bar of the Screen Designer form, click Save.