Menu Access Dialog Box

Use the Menu Access dialog box to indicate which workspaces and workspace areas a security role has access to.

If a role has no access to a workspace, the option for selecting that workspace does not display on the drop-down list that you use to navigate to a workspace. If a role has no access to an area of a workspace, the area icon along the left side of the workspace is not displayed for those users.

Location

To display the Menu Access dialog box, complete the following steps:

1. In the Configuration workspace, click to go to the Security area.
2. In a row in the Security Role grid for a new or existing security role, click the MENU ACCESS field.

Contents-Menu Access Dialog Box

The options available in this dialog box vary depending on the modules that you have activated. The list below is the complete set of options, all of which are available if you activate both the Resource Planning module and the CRM module.

Field	Description
All	Select this check box to grant access to all workspaces and workspace areas.
Business Development	Select this check box to grant access to the Business Development workspace and to all of its areas: Opportunities, Companies, Contacts, Dashboard, and Reporting.
Opportunities	Select this check box to grant access to the Opportunities area in the Business Development workspace. This option also determines access to the Dashboard and to opportunity reports in Business Development.
Companies	Select this check box to grant access to the Companies area in the Business Development workspace. This option also determines access to company reports in Business Development.
Contacts	Select this check box to grant access to the Contacts area in the Business Development workspace. This option also determines access to contact reports in Business Development.
Resource Planning	Select this check box to grant access to the Resource Planning workspace and to all of its areas: Resource View, Project View, Opportunities, Dashboard, and Reporting.
Resource View	Select this check box to grant access to Resource View in the Resource Planning workspace. This option also grants access to the Dashboard and the Reporting area in the Resource Planning workspace.
Project View	Select this check box to grant access to Project View in the Resource Planning workspace. This option also grants access to the Dashboard and the Reporting area in the Resource Planning workspace.
Opportunities	Select this check box to grant access to the Opportunities area in the Resource Planning workspace. This option also grants access to the Dashboard in the Resource Planning workspace.
Configuration	Select this check box to grant access to the Configuration workspace and to all of its areas. You cannot give users partial access to Configuration. Granting this access means that users assigned this role have complete access to the Configuration workspace, including the ability to add or change all configuration settings.