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Support / Team and permissions

Giving one person a different menu than everyone else

Settings → Menu sets the company default; Team → Menu access overrides it for one person, in either direction.

The two settings, and which wins

Settings → Menu is the company-wide default. If Forms is hidden there, nobody sees it — unless one of them has an individual override.

Team → Menu access is per person, and it always wins over the company-wide default for that one person, in either direction: Show means this person sees it even though the company has it hidden for everyone else, useful for the one person on a small team who actually builds the forms; Hide means this person does not see it even though the company allows it for everyone else; Follow, the default for every item, means no override — this person just sees whatever the company-wide setting says.

What it can't do

It can't lock anyone out entirely. Dashboard, Team, and Your account are always shown, to every person, regardless of any override — including an owner's own. There is always a way back in to undo a mistaken setting.

It's a menu setting, not a permission system. Hiding something from someone's sidebar keeps it out of their way; it does not block the underlying page or API if they already know the address. Role — owner, admin, member or viewer — is still what actually controls what a person is allowed to do. Menu access only controls what they see without having to ask.

To set it

  1. Go to Team.
  2. Find the person's row and select Menu access.
  3. For each item, choose Follow, Show, or Hide.
  4. Changes apply the next time that person loads the page — nothing to save separately.
Only an owner or admin can change another person's menu access.

More on this

Setting up single sign-on →Provisioning people from your directory (SCIM) →Roles, and what each one can do →
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