In this article, you will discover how to effectively manage the visibility and accessibility of pages in the page menu based on the user's role.
The page menu is the primary menu that will be displayed at the top of your app, featuring a link to each of the start pages within your app. This menu will remain visible regardless of the specific page being viewed.
Once users are activated in your app, you have the ability to precisely manage the pages that are visible and accessible in the page menu, depending on the user's role.
What is a Page Menu?
The page menu is the primary menu that will be displayed at the top of your app interface. The menu will contain a link to each one of your start pages.
In our example, the "Customers" and "Tasks" tabs represent separate pages in the app. The menu will remain visible regardless of which page is being viewed.
Here’s what a page menu looks like in the CRM sample app:
Tip: To learn more about page menus, see our article here.
Restrict Page Menu Based on User Role
You have the ability to configure the page menu to display specific tabs based on the user roles. This feature allows you to control which tabs are visible to each user, ensuring a personalized and tailored experience.
Click on the “Settings” link on the left menu, then select the "Live App Design" option. From there choose the "Header and Page Menu" settings and enable the "Page Menu Options" by selecting the checkbox:
This option means that when a user logs in, they will only see tab links for pages that have the same user role:
Users will also see tabs for any pages that are not protected with a login.
For example, let’s say you have one entry page that only Admin user roles can access and another page that only Editor user roles can access. When an Editor user logs in, they will only be able to see a tab link to that Editor page.
They will not see the tab link to the Admin page.
Note: If you are encountering a situation where the page menu does not appear for a user who has access to a page because of the user role they possess, please verify if that is the only page the user can access. If that is indeed the case, rest assured that this is the intended behavior.
To ensure that the page menu appears for users who have access to only one page, it is necessary to include a homepage that all users can access. This way, each user role will always have at least two pages they can access, guaranteeing the display of a page menu for them when they are viewing the Live App.
Dropdown Menus
You can also group pages on the page menu into a dropdown menu. This helpful for consolidating related links in your page menu:
Similarly to the page menu, you have the capability to limit dropdown menu options based on the user's role. This ensures that users only see the relevant page menu options according to their role, while preventing access to pages that are not applicable to them.
Tip: To learn more about dropdown menus, see our article here.
Utility Pages
Furthermore, you have the option to incorporate utility pages into your app, which can effectively manage administrative user tasks.
For example, they can be used to display a logged-in user’s membership information or provide a form for updating account information. Utility pages are only available after users are activated in your app.
You can view Utility Pages in the Pages section of the Builder:
You have the flexibility to add and customize views on Utility pages, allowing you to configure the content that users will see when they access the page.
Note that Utility Pages are not included in the page menu. Instead, they have their own separate user menu in the top-right corner of the Live App:
Tip: To learn more about utility pages, see our article here.