Overview

Permission-Based Menus allow you to control which Customers can see specific menus during Online Ordering and Order Entry.

These menus are commonly used for:

  • Corporate or house accounts

  • Wholesale or preferred Customers

  • Internal pricing menus

  • Limited-access or invite-only menus

Permission-Based Menus are not visible to the public. They only appear for Customers who meet the required permissions.

Important Before You Begin

Permission-Based Menus are configured in Menu Manager and assigned to Customers through the CRM.

To configure a permission-based menu:

  • Follow the steps below

To use a permission-based menu: 

  • The Customer must exist in your CRM

  • The Customer must be granted access to the menu in CRM

  • The Customer must be selected on the order or logged in for Online Ordering

If these conditions are not met, the menu will not appear.

How Permission-Based Menus Work

Permission-Based Menus follow this logic:

  • A menu is marked as permission-based

  • One or more Customers are assigned permission to view that menu

  • Only those Customers can see and order from the menu

If a Customer does not have permission:

  • The menu will not display in Online Ordering

  • The menu will not appear during Order Entry when that Customer is selected

Setting a Menu as Permission-Based

  • Go to Admin

  • Select Menu Manager

  • Click to open the menu you want to make Permission-Based

  • Click Edit Menu


  • Enable the Permission-Based Menu option

  • Click Save

The menu is now restricted and will not appear for Customers without permission.

Granting Menu Access to Customers

After marking a menu as permission-based, you must assign it to specific Customers.

  • Select the CRM tab

  • Open the Customer record

  • Click the Permission Based Menus icon


  • Select the menu(s) the Customer is allowed to access

  • Click Save Changes


  • Save the changes you made to the Customer record by clicking Save Contact


Using Permission-Based Menus in Order Entry

For internal order takers:

  • The correct Customer must be selected on the order

  • Once selected, permission-based menus will appear automatically

If the Customer is not selected, restricted menus will remain hidden.

Common Use Cases

Permission-Based Menus are ideal for:

  • Corporate accounts with custom pricing

  • Wholesale Customers

  • VIP or contract Customers

  • Internal-only menus

Troubleshooting

If a permission-based menu is not showing:

  • Confirm the menu is marked as permission-based

  • Confirm the Customer is assigned permission

  • Confirm the correct Customer is selected on the order

  • Confirm the Customer is logged in (for Online Ordering)

  • Clear the menu cache if changes were recently made

Important Notes

  • Permission-Based Menus are Customer-specific, not user-specific

  • Menus cannot be partially restricted — access is all-or-nothing per menu

  • Changes apply immediately once saved, but may require cache clearing

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Support

For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.

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