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Security: Create a menu profile

Create a new menu profile and assign menu options.

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Written by Steve Cole
Updated over 2 weeks ago

A menu profile is a collection of menu options that you can assign to a user in bulk. When the profile is assigned to a user, they get access to the system functionality you enable in the corresponding menu options.

To create a menu profile, watch the video or follow the steps below.

  1. Go to the Security dashboard, then navigate to Menu Profiles.

  2. Click Create New Profile, then enter a code and description.

  3. Click OK.

  4. Search for the newly created menu profile.

  5. From the three dot menu, click Manage Menu Options.

  6. Search for the menu options you want to enable.

  7. Enable the Active toggle.

    πŸ€“Tip: Changes made are saved automatically.

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