Users and the Page Menu

What You'll Learn

You'll discover how to customize your app's navigation experience by controlling which pages appear in the page menu for different user roles. This allows you to create personalized interfaces where users only see the pages relevant to their permissions, resulting in a more intuitive and secure application that adapts to each user's specific needs.

What is a Page Menu?

The page menu is the primary navigation bar displayed at the top of your app interface. It contains links to each of your start pages, providing users with a way to navigate between major sections of your application.

In the example below, the "Customers" and "Tasks" tabs represent separate pages in the app. This menu remains visible regardless of which page is currently 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 on page navigation.

Restricting Page Menu Based on User Role

You can configure the page menu to display specific tabs based on user roles. This feature allows you to control which tabs are visible to each user, ensuring a personalized and tailored experience.

To set this up:

Click on the "Settings" link in the left menu
Select the "User Logins " option
Select the checkbox for: Only show links to pages the user has access to

When this option is enabled, users who log in will only see tab links for pages that have been assigned the same user role:

Users will also see tabs for any pages that are not protected with a login requirement.

For example, if 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 the page menu doesn't appear for a user who has access to a page based on their user role, check if that's the only page the user can access. If so, this is expected behavior.

To ensure the page menu appears for users with access to only one page, 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 when viewing the Live App.

Dropdown Menus

You can also group related pages on the page menu into dropdown menus. This is helpful for consolidating related links in your page menu:

Similar to the main page menu, you can limit dropdown menu options based on the user's role. This ensures that users only see the relevant page menu options according to their permissions, while preventing access to pages that are not applicable to them.

Tip: To learn more about dropdown menus, see our article on advanced navigation options.

Profile Pages

You also have the option to incorporate profile pages into your app, which can effectively manage administrative user tasks.

Profile pages can be used to display a logged-in user's membership information or provide a form for updating account information. These pages are only available after users are activated in your app.

You can view Profile Pages in the Pages section of the Builder:

You have the flexibility to add and customize elements on Profile pages, allowing you to configure the content that users will see when they access the page.

Note that Profile Pages are not included in the regular page menu. Instead, they have their own separate user menu in the top-right corner of the Live App: