Difference between revisions of "Setting Manager Permission to the Shadow Application"
Julia Decker (talk | contribs) |
Julia Decker (talk | contribs) |
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| − | + | As with all other [[Application|applications]], you need to have the manager permission to that [[Application|application]] before you can access the settings page. | |
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| − | As with all other applications, you need to have the manager permission to that application before you can access the settings page. | ||
1. Choose the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]]. | 1. Choose the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]]. | ||
| Line 11: | Line 9: | ||
[[Image:Uta195.png]] | [[Image:Uta195.png]] | ||
| − | Both applications are listed. | + | Both [[Application|applications]] are listed. |
4. Set the '''Manager Permission''' to a [[Role|role]] that you are in for the '''Contracts – Customer View Application'''. | 4. Set the '''Manager Permission''' to a [[Role|role]] that you are in for the '''Contracts – Customer View Application'''. | ||
| Line 19: | Line 17: | ||
6. Refresh your [[Browser]]. | 6. Refresh your [[Browser]]. | ||
| − | The | + | The [[Application|applications]] will be listed under the '''Applications''' menu. |
7. Click the '''Contracts – Customer View''' application. | 7. Click the '''Contracts – Customer View''' application. | ||
| Line 29: | Line 27: | ||
8. Click the '''Settings''' tab. | 8. Click the '''Settings''' tab. | ||
| − | The Settings page is displayed. | + | The '''Settings''' page is displayed. |
[[Image:Uta193.png]] | [[Image:Uta193.png]] | ||
Revision as of 16:09, 31 October 2007
As with all other applications, you need to have the manager permission to that application before you can access the settings page.
1. Choose the Configuration, Roles & Permissions menu.
2. Click the Manager Permissions link.
3. Scroll to the UTA section.
Both applications are listed.
4. Set the Manager Permission to a role that you are in for the Contracts – Customer View Application.
5. Click the Save button.
6. Refresh your Browser.
The applications will be listed under the Applications menu.
7. Click the Contracts – Customer View application.
The application is displayed
8. Click the Settings tab.
The Settings page is displayed.
There are only two main sections: General Settings and Contract Settings, as you are not using Level 2 or 3 these settings are not displayed.
As the check boxes to control the tabs arejavascript:insertTags('\'\'\,'\'\'\,'Bold text'); Bold text available, you can control these separately in the shadow application to the parent application.
9. Click the check boxes for the Hide Account tab, Hide Contract tab, Hide Forms tab, Hide Email tab and Hide Import tab.
10. Click any Save button.
11. Click the Application name in the left navigation bar.
The tab bar is now displayed with Contracts, Settings, and Reports. For a user without the manager permission in the application this would be further reduced to just Contracts and Reports.
