How to customize side bar menu based on user permission

This page describes how to customize the sidebar menu in the Bold BI application based on user permissions.

Steps to customize side bar menu option based on user permission

1. Set the <IsUserBasedMenu> to true in the config file, which is located in the following location.

   • For Windows - C:\BoldServices\app_data\bi\configuration
   • For Linux - /var/www/bold-services/application/app_data/bi/configuration/
   

2. Restart the Bold BI Application in IIS.
   

   

3. If the user does not have any kind of permission, the dashboards and pinboards options will be displayed.
   

   

4. Hide the Pinboards option by setting the ShowMenu to false for the node Pinboard in the custom_ui.json. This will hide the Pinboard item for all users. Please refer to this section for information on customizing the custom_ui.json file.
   

   

5. For example, if the user has any type of permission for data sources, it will display the option for data sources.
   

   

Dashboard Dependent Menus:

If the user has permission to create a dashboard, the dependent menu options Add Dashboard and Publish will be shown. However, if the user has any other dashboard-related permissions (such as Read, Read and Write, or Read, Write, and Delete), then both options will not be shown.