1. You will first need to search for the administrator for the customer account by the menu option ‘List/Edit Users’.
  2. Find the appropriate user and make sure that Administrator indicates ‘Y’.
  3. You will then need to sign in as that user by selecting the username from the ‘User ID’ drop down box at the top right-hand side of your screen (Switch User option). You will now be signed in as that user.
  4. Click on the ‘Administration’ menu at the top, and you can hide menu options for any user within that customer.
  5. To do this
    • Click on ‘List/Edit Menu Options’
    • Click on the top menu that you would like to hide options under.
    • Select the user’s name from the drop-down menu.
    • Check the box or boxes beside the options that you want to hide.
    • Click on the ‘Save Changes’ button.

(To unhide options, follow the same steps except uncheck the box beside the menu option you would like the user to see.)