Manage Tool Bar Settings
  • 27 Feb 2024
  • 2 Minutes to read
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Manage Tool Bar Settings

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Article Summary

Abstract

Tool bar settings allow you to specify the default configuration of the global tool bar for each available user type.

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 Configure Toolbar 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

  • Save icon

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

Field Descriptions on This Screen

Screen Item

Description

User Type (list pane)

Identifies the user type for which the tool bar configuration is currently displayed.

Menu Group

Identifies the tool bar menu group for which items are currently displayed.

Available List

Lists all items available for inclusion in the selected menu group.

Selected List

Lists all items that selected for inclusion in the selected menu group.

Move button

Moves a selected item between the Available List and the Selected List.

Directional button

Moves a selected item vertically one position.

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 Save icon.

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