This article will go over how to give a customer permission to view a specific menu that you may not want all customers to view.   This setting will allow specific clients to place orders online through your CaterZen account for specific menus but will keep the menu hidden from clients that do not have permission to access the menu.   To learn how to create or change a menu to Permission Based please see this article:  https://rcscateringsoftware.freshdesk.com/solution/articles/6000169397-permission-based-menus



1 - You will first click the CRM tab - search for the customer and click on the customers name.




2 - Next you will click on the Permission Based Menu icon




3 - Once you click on the Icon then a pop up box will appear. Check the box off for the menus that the customer is allowed to view and click on the Save Changes tab.




You have now given the customer permission to view a specific menu.


Here is an example: