Friday, May 3, 2019

Hide Financial Planning Tab for other Users/Roles

Here are the steps that can be followed:
1. Navigate
to Customization > Centers and Tabs > Center tabs
2. Edit Financial Planning Center tab
3. There are two options on how you can hide this tab:
a. Change the Center Type to limit the view to all users who belong to the specific Center Type selected (Example: select Accounting Center to allow all users who has role assigned to Accounting Center to access this tab).
b. Select the viewers under Audience tab.
        - If you would like to have varied Center Type roles access this tab, you can select specific roles; or
        - Select specific Audiences who can access the tab.

Note: The roles available under Audience tab > ROLES, is dependent on which center is selected in the CENTER dropdown field. Select a different center if you looking for a specific role.

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