You can choose which menu items each role in your business sees. If your team doesn't use eForms or Signing, for example, you can hide them so the menu only shows what people actually use.
Why it helps
A cleaner menu. Your team only sees the parts of OnboardMe your business uses.
Easier for new staff. Fewer options means less to learn on day one.
Set it once per role. Everyone with the same role gets the same menu, so you don't need to change it person by person.
No risk of locking yourself out. Templates and Settings always stay visible to Owners and Admins.
Who can change menu access
Owners and Admins can open the Menu access tab.
Your role | What you can change |
|---|---|
Owner | The menu for every role, including Owner |
Admin | The menu for every role except Owner |
If you're an Admin, the Owner column is greyed out and a note says Only Owners can change the Owner column.
Hide or show menu items
Go to Settings > Users.
Open the Menu access tab.
Find the menu item in the Menu item column, then go across to the role's column.
Untick the box to hide that item from everyone with the role. Tick it again to show it.
Click Save changes.
Every box starts ticked, so nothing is hidden until you change it. If you change your mind before saving, click Discard changes.
Tip: The Clients, Leads & Deals, Subscriptions and Checklists rows all sit under Clients in the menu. If you hide all four for a role, the whole Clients menu disappears for that role.
What you can hide
You can hide these menu items for any role:
Clients, Leads & Deals, Subscriptions and Checklists
Onboarding
Identity & AML
Proposals
eForms
Signing
Ethical Letters or Professional Clearance, if your business uses them
Bills & Payments
Dashboard, Templates and Settings can't be hidden. Templates and Settings are only shown to Owners and Admins anyway.
What your team sees
When the change shows up: People see the new menu the next time they load a page. Anyone who already has OnboardMe open sees it after they refresh.
Hidden pages: If someone opens a hidden page from a bookmark or a link, they're taken to the Dashboard instead.
Your plan comes first: If your plan or business settings already hide a menu item, it stays hidden whatever you set here.
Important: Menu access tidies up the menu. It doesn't block access to information. People with the role can still see related details elsewhere in OnboardMe, such as bills on a client's page. To limit what someone can do, give them a different role in Settings > Users.
Still need help?
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