Select Menus to Hide

Add one or many menu entries directly from the profile form. The picker lists every available menu across installed apps.

Before Restriction

Without the profile, the menu is fully visible to the user in the navigation.

After Restriction

Once the profile is in place, the selected menu disappears completely and is no longer reachable from the navigation.

Configure Model Operations

Choose a model, then tick the operations to block. View types, report actions, and server actions can also be selected on the same line.

Before Restriction, Import and Kanban View

Without the profile, the Import action and the Kanban view are both available on the list.

After Restriction, Import and Kanban View

With the profile applied, the Import action disappears from the cog menu and the Kanban view is removed from the view switcher.

Before Restriction, Report, Action, and Chatter

The Print menu, server actions, and the chatter panel are all present on the form view by default.

After Restriction, Report, Action, and Chatter

With the model restriction in place, reports and actions vanish from the cog menu and the chatter panel is gone from the form view.

Configure Field Access

Pick a model, pick the field, then choose Make Invisible, Make Read-Only, or Make Required. Combine as many fields as you need on one profile.

Before Restriction

Without the profile, the internal link to the partner is shown and the company details remain fully editable.

After Restriction

With the field rules in place, those fields become read-only and the internal link is hidden from the user.

Add a Domain Rule

Pick the model the rule should apply to from the profile.

Define the Domain Filter

Build the domain expression that decides which records the user is allowed to see. Related fields and dynamic conditions are supported.

Filtered Records in List View

The list view only shows the records that match the domain. The user never sees anything outside the rule.

Before Restriction, Create, Update, Delete

Without the rule, the user can freely create, update, and delete records on the model.

After Restriction, Create, Update, Delete

Once the rule disables them, Create, Update, and Delete are blocked even on the records the user can still see.

Configure Layout Visibility

Pick the model, then choose the buttons, smart buttons, kanban links, or notebook tabs to hide.

Before Restriction, Kanban Links

Kanban card links are visible on the cards by default.

After Restriction, Kanban Links

Once the restriction is applied, the selected kanban links are removed from every card.

Before Restriction, Form Buttons and Notebook Tabs

Action buttons in the header and notebook tabs in the body of the form view are all available by default.

After Restriction, Form Buttons and Notebook Tabs

The selected buttons and notebook tabs are hidden from the form for assigned users.

Configure Search Restrictions

Pick the model and tick the filters and group-by entries that should disappear from the search bar.

Before Restriction

All filters and Group By options, including the Custom Filter and Custom Group By builders, are present in the search bar.

After Restriction

Hidden filters and group-by entries are gone, and the custom builders are no longer offered to the user.

Configure Chatter Restrictions

Pick the model and tick the chatter elements that should be hidden for assigned users.

Before Restriction

Send Message and Log Note are both available in the chatter by default.

After Restriction

Once the restriction is applied, Send Message and Log Note are hidden from the chatter and cannot be used.