– Administrator function –
Individual users can define their own menu configuration; when they save a custom menu configuration their user name is listed in the Menu Configurations list in the Administrator menu.
An administrator can view or modify users’ custom menus or define a default menu configuration for a profile that can then be linked to multiple users. If you change a profile’s menu configuration, all users who are linked to that profile will have their default menu updated. A user may still modify their menu for their own purposes, but you can edit it or reset it to match the profile’s menu configuration.
To modify your own menu, click Personalize this menu (at the far right of the menu toolbar).
To create a menu configuration for a profile:
In the Administrator menu, click Profiles.
Click a link to open the profile, then choose Actions»View Menu Configuration.
Set up the menu as required, then click Save.
To modify an existing menu configuration:
In the Administrator menu, click Menu Configurations. All users and profiles that have custom menus are listed.
Make the changes as necessary, then click Save.
If a user is connected with a profile, you can restore their custom menu to the one set for the profile:
In the Administrator menu, click Menu Configurations.
Click the link for the user name to open their menu configuration.
Click Restore Profile Menu Configuration.
For information about changing the menu configuration, see Customizing Your Menu.
An administrator may configure some standard list views or shared dashboards to be available to users to add to their My Favorites menu. If a view or dashboard is deleted or made non-standard/non-shared, it will be deleted from all user’s My Favorites to which it has been added.
In both Personalize this menu and Menu Configurations, you can click and drag suites, or sections or modules within a suite, to the order that suits you (you cannot move modules between suites).