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Hide/Show Action Button
The Hide/Show Action Button app allows administrators to easily control who can use the main action menu across the entire system. Unchecking a single box within a user's profile securely hides the action button, preventing accidental data modifications, duplications, or deletions. This functionality protects critical business records while ensuring authorized team members maintain full access to advanced operations.
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Features
Role-Based Action Control
Seamlessly configure action button availability on a per-user basis directly from the settings menu. This ensures that only authorized personnel can execute advanced administrative tasks, maintaining strict operational governance across your organization.
Secure Workflow Management
Prevent accidental modifications or unauthorized data duplication by eliminating the action menu for restricted users. This creates a foolproof environment that safeguards your critical business records and streamlines the daily workflow for standard users.
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1.) Block Action Access
Prevent a user from reaching the action commands by updating their authorization rules. This directly ensures they cannot execute restricted tasks during their daily workflow.
Navigation : Settings → Users & Companies → Users
2.) Limited Control
Once access is removed, the user can no longer use the main action tool during their workflow. This keeps important data safe from accidental changes.
Navigation : Invoicing → Customers → Invoices
3.) Enable Action Button
Give a trusted user full control to manage records by turning on the action button authorization. This setup allows them to handle advanced tasks easily.
Navigation : Settings → Users & Companies → Users
4.) Action Button Active
Authorized users regain complete use of the action button for their daily workflow. They can directly duplicate or delete items without any limits.
Navigation : Invoicing → Customers → Invoices
User Guide
