Access Rights to Menu Items

When you set up security roles, you can assign access rights to specific Ajera CRM menu items.

You select menu items on the General tab of Configuration > Security > Roles. Click the plus sign next to a menu option to see and select sub-menus.

Full Access to All Menu Items

Select the Full access to all menu items option to automatically assign full access rights to all menu items. Ajera CRM selects every menu item listed on the General tab.

• If menu items are added to Ajera CRM in the future, the role will automatically have access to the new menu items.
• The list of menu items reflects the Ajera CRM Navigation menu. If you customize your Navigation menu, this list reflects those changes.

Access to Specific Menu Items

In most cases, you will not give a role full access to all menu items, but will select specific menu items and/or submenu items.