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.


Tip: When editing menus, avoid working in multiple CaterZen tabs at the same time. Changes may not save correctly. If updates don’t appear, you may be prompted to clear your menu cache.

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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