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
. For more information, see:
Set Up Access to Application Tabs.
To hide a tab for one or more security roles:
-
In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
- Select the hub that you want to customize or select
to customize the Chart of Accounts. On the Actions bar of the form that displays, select
.
- Select
. In the
Application field at the top of the Screen Designer form, select the application that you want to customize.
-
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.
-
In the
Tab Security field in the Tab Properties pane, click
.
-
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.
-
To hide the tab from other roles, repeat step 4 for those roles and then click
Apply on the dialog box.
-
On the Actions bar of the Screen Designer form, click
Save.