Making Layouts Available to Users
Layouts (the workspace buttons that appear at the top of a page) are available to users according to their logged-in role.
- From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions to open the Roles and Permissions workspace. The application displays a list of roles.
- Click a role name from the list. The application displays the Role Details page.
- Click Top Level Tabs from the toolbar. The application displays the Top Level Tabs page, showing a list of the tabs that are currently available to that role.
Top-Level Tabs
Column Title | Description |
|---|---|
Tab Title | The display name of the workspace tab. |
Type | Specifies how the workspace tab appears in the role interface. |
Configuration | Specifies how the workspace is configured. |
Available | Specifies if the workspace is available to the role. If there is a checkmark, this workspace is available to the role. If there is no checkmark, this workspace is not available to the role. If there is an expression icon, there is a hidden expression that determines if the workspace is available to the role. |
Visible | Specifies if the workspace is initially visible to the role (top level). |
Can Close | Specifies if the role user can close the workspace (has a close button). |
Delete | Permanently removes this tab from the role. NOTE: This does not delete the workspace from the application. |
- Click Add New Tab. The application displays a list of workspace types.
- Select a workspace type. The most commonly used type is Object Workspace. The application displays a new tab form.
- Enter information into the fields.
Field | Description |
|---|---|
Name | A unique name for the tab. |
The Tab Is Available | Makes the tab available to the role. |
The Tab Is Initially Visible | Makes the tab initially visible on the top level when a user logs in. |
The Tab Can Be Closed By User | Allows the user to close the tab. A Close button appears in the tab. |
Hidden Expression | Specifies if the workspace is hidden. Click none to open the Expression Editor. Enter an expression such as $(GetGlobal("FeatureA")) and click Save. |
Object | The object workspace for the tab. Choose from the drop-down list. |
Layout | The layout associated with the workspace. Choose from the drop-down list. |
- Click Add This Tab. The tab now appears on the list for the role.
- Click Save.