Interface Control

Shape what each role actually sees on screen: menus, buttons, tabs, view layouts, the Actions menu, the search panel, the chatter, and the top bar.

• Menu Restrictions
  • Configuration
  • Hide individual menus
  • Hide an Entire Application
• Buttons & Form Layout
  • Hide specific buttons
  • Hide All Smart Buttons
  • Hide all header buttons
  • Hide form tabs
• View Restrictions
  • Hide view types
  • Hide specific views
  • Disable Opening from Kanban
• Actions Menu & Data Movement
  • Hide Export
  • Hide Import
  • Hide Duplicate
  • Hide Archive / Unarchive
  • Hide Insert in Spreadsheet
  • Hide Add Properties
  • Hide the entire Print menu
  • Hide specific reports
  • Hide specific Actions menu items
• Search Restrictions
  • Hide the search bar
  • Hide all filters and Group By
  • Hide the Favorites menu
  • Hide specific filters or Group By entries
  • Hidden fields and search
• Chatter Restrictions
  • Hide the Entire Chatter
  • Hide Send Message
  • Hide Log Note
  • Hide Schedule Activity
  • Hide Followers
  • Hide chatter search
  • Hide Attachment Preview
• Navbar & Systray
  • Hide Navbar / Systray Items
  • Hide Discuss
  • Hide Activities
  • Hide Company Switcher
  • Hide Other Systray Icons