Apply User Criteria to Service Portal Menu or Menu Item

[John Shores1]

We're launching our first service portal this fall. One thing we'd like to do is offer those people who have fulfiller roles in the system a way to link from the portal to the native UI to complete their work.

• Our first idea was to add a menu item to the default SP Header Menu and restrict that items visibility to only those with fulfiller roles.
• Our second idea was to create a new menu and restrict its visibility to those with the appropriate role.
• Our third idea was to add a widget to the page and restrict its access as above.

From what I can tell, there's no OOB way to apply user criteria to a menu or a menu item (bummer). So short of adding a single purpose widget, how are you solving for this use case?

Thanks in advance for your thoughts!

John

[Patrick Fedigan · Accepted solution]

Hello John,

A menu item is a great idea! I would create a new menu item in the SP Header Menu with a condition that the user has an ITIL role. I tested this in my dev instance with success. Here are some screenshots to help:

Cheers,

[John Shores1]

Awesome, thanks!!!

[RichardSaunders]

I have a similar requirement but the menu item should be restricted by the logged in users country/region, preferably using User Criteria?

[dave_edgar]

@richardsaunders did you find a solution for this??