Manage Tool Bar Settings

Introduction

By configuring the tool bar, you determine which features and functionality each user type can access. Users can personalize their tool bars, within the confines you determine, using the Configure Tool Bar Settings icon in the global tool bar.

You use the Manage Toolbar Settings screen to specify the default configuration of the global tool bar for each available user type.

How to Access the Screen

1. In the Global Toolbar, display the Settings menu and select Settings.

2. Select the System Configuration tab, if necessary, to display system configuration options.

3. Display the Show drop-down list and select Toolbar Settings. The System Configuration: Manage Toolbar Settings screen displays.

Tasks You Can Do on This Screen

• 

  - Specify and save the tool bar configuration for each available user type.

Field Descriptions on This Screen

Configuring the Global Tool Bar

Abstract

You can specify the default configuration of the global tool bar for each available user type.

For each user type, you can specify which available items appear in each menu group and the order in which they appear. You cannot move items to different menu groups or change the order in which menus appear on the tool bar.

Tool bar configurations should reflect the permissions assigned to each user type. Review user type settings prior to configuring the tool bar.

The Manage Toolbar Settings screen allows you to select a user type in the list pane and then select a menu group to display the associated settings. You can add, remove, and reposition items for each menu group.

1. Display the Manage Toolbar Settings screen.

2. In the list pane, select the user type for which you want to configure the tool bar.

3. Display the Menu Group drop-down list and select the menu group for which you want to specify menu items. Note: The selections available in the Menu Group drop-down are determined by the enabled product licenses.

4. To add items to the menu group, select the appropriate items in the Available List and then select the Move button.

5. To remove items from the menu group, select the appropriate items in the Selected List and then select the Move button.

6. To reposition an item in the menu group, select the item in the Selected List and then select a directional button until the item is in the correct location.

7. Repeat steps 3-6 for each menu group. Note: If you select:

   • Configure Toolbar Settings from the Menu Group field, users can personalize their tool bars.

   • View from the Menu Group field, then in the Selected List section, select Jobs, on the global tool bar, View Jobs is present. All relevant job information is available at a glance on the Job Details page. The job status/posting display contains three pieces of information, Status, Posted, and Summary.

8. Select the Save icon .

9. Configure the tool bar for additional user types as needed.