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How to show left panel menu items based on user resource permission
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In Bold BI Embedded Analytics Server, there is a feature called "User Permission Based Menu" that allows you to display left menu items based on user permissions. This feature can be particularly useful for users who have permission for specific items. For example, if the user has permission for data sources only, then in left panel, Data Sources alone will be shown, like below.
Enabling User Permission Based Menu
To enable the User Permission Based Menu, you need to set the value for the <IsUserBasedMenu> node as “true” in the config file. Here are the steps to do this:
- Navigate to the following page:
{your_domain}/ums/administration/config-editor - Select
bi/config.xmlin theSearch your filesdrop-down. - Set
IsUserBasedMenuas true - Save the changes and restart the Bold BI application https://help.boldbi.com/faq/how-to-restart-the-bold-bi-embedded-application/
- Once this is done, the system will display the menus only if the user has permission for that item. By default, admin users have permission for all items, so all menus will be shown for these users. For other users, the system will display the menus only if they have permission for the specific item.
- If the user has dashboard permission, then the Pinboards and Publish options will also be shown in the left panel, as they are dependent on the dashboard. If it also needs to be hidden, then using custom_ui.json, we can hide as mentioned in steps 3 and 4 on https://help.boldbi.com/faq/how-to-customize-side-bar-menu/ but it will be site-specific and applied to all users, including admin
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