---
title: "Manage Tool Bar Settings"
slug: "manage-tool-bar-settings"
updated: 2024-02-27T12:22:46Z
published: 2024-02-27T12:22:46Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Tool Bar Settings

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](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/db739423-569f-4731-a7a3-bc241834c47e.jpg) 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](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/7320857a-c530-4a7d-a9e8-f4757f8687b2.jpg)

- 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](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/3e473c0b-340f-42e1-b04b-e152196a573c.jpg).
9. Configure the tool bar for **additional user types** as needed.