This page describes how to customize side bar menu in the Bold BI application, based on user permission.
Set the <IsUserBasedMenu>
as true in the config file, which is available in the following location.
C:\BoldServices\app_data\bi\configuration
/var/www/bold-services/application/app_data/bi/configuration/
Restart the Bold BI Application in IIS.
If the user does not have any kind of permission in the sense, the dashboards and pinboards options will be displayed.
Hide the Pinboards
option by setting the ShowMenu to false for the node Pinboard in the custom_ui.json
, which will hide the Pinboard item for all users. Refer to this section for customizing the custom_ui.json
file.
For example, if the user has any kind of permission in data sources in the sense, it will show data sources option.
If the user has permission to Create Dashboard, its dependent menu options Add Dashboard and Publish will be shown. In contrast, if the user has any other dashboard-related permissions (like Read, (Read and Write), and (Read, Write, and Delete)), then both options will not be shown.