You can tailor which menu options a user can use.

1. Select set up.

2. Select user menus.

3. Select add menu.

4. Enter the menu name and select create.

5. Select the menu options tab and for each menu option, check (to allow access) or un-check (to remove access) to the menus.

Allocate a menu to a user

1. First visit the user list then select the user you want to update.

2. Select a menu from the menu drop down.

If the user is the account owner, they will have access to all menu options and they cannot be assigned a custom menu.

Changing the account owner

At least one user must be set as the account owner. The account owner can access every menu option. You can give other users the account owner permission by checking account owner in the user record.