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Administration: Set up the menus for a particular user type
This demo shows how an sfCRM administrator can set up and control the menu tabs available to a particular
user type.
The admin menu page
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On the Admin menu page, click the Manage user types link under Organization
and users.
The list of user types
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The list of user types appears. Click the user type whose menu tabs you wish to set up or
modify. In this example, we choose the ISR user type.
Editing the properties of a user type
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This screen shows all the properties of a user type. Select the check boxes
associated with the menu items that you wish to be enabled for this user type.
Editing the properties of a user type, 2
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Editing the properties of a user type: Save the changes
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Click the Save button.
Save changes: warning message
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The system warns you that the changes will take effect only when a user of this type logs in next.
The user types list
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We are returned to the user types screen.
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