Smartstaff
282
edits
Changes
no edit summary
This article will show you how to setup and utilize SmartSimple’s Tab Bar functionality within your system.
==Configuration—Essentials==
A typical external user is unable to edit list views, although they may select between varying list views to change their screen. Only users with the role of [[Global User Administrator|System Administrator]] are able to edit list views.
# Signed in as Global Administrator – Click on the Menu Icon (9 square grid button). [[File:Menu Icon.png|thumb|none|70px|Menu Icon]]
# Under the "'''Configuration" sub''' sub-section, select "'''Global Settings'''." [[File:Global Settings.png|thumb|none|150px|Global Settings]]# Go to the "'''Security" Tab''' Tab. Then to "'''System Feature Permissions'''." [[File:Security Tab.png|thumb|none|100px|Security Tab]] [[File:System Feature Permissions.png|thumb|none|500px|System Feature Permissions]]# Navigate to the “Feature Permission” Tab'''Feature Permission''' Tab, and scroll down to “Enable '''Enable Tab Bar Access'''.” Add the desired roles and click '''Save'''. [[File:Feature Permission Tab.png|thumb|none|150px|Feature Permission Tab]] [[File:Enable Tab Bar Access.png|thumb|none|275px|Enable Tab Bar Access]]
# Users must reload their page in their browser before they will see the Tab Bar option in their user menu. Alternately they can logout and log back in. You can reload the page by holding the control (CTRL) key (or the command key⌘ on Mac OS X) and pressing the F5 key on your keyboard.
'''To Enable:'''
# Go to the User Menu and under the “Actions” select “Enable '''Actions''' select '''Enable Tab Bar'''.” (If you do not see this option, a Global Administrator will need to Enable Tab Bar access within your instance as outlined in the previous section. Contact your Global Administrator for assistance.) [[File:Enable Tab Bar User Menu.png|thumb|none|200px|Enable Tab Bar User Menu]]# You can now add new tabs by pressing the '''New Tab button Button''' (signified by a plus sign) towards the bottom left corner of the browser window, and can close each tab with the “x” the '''x''' located on the right side of the tab.
# You can now have multiple tabs of SmartSimple open on a single instance, within a single browser tab. [[File:Tab Bar Active.png|thumb|none|350px|Tab Bar Active]]
'''To Disable:'''
# Go to the User Menu and select “Disable '''Disable Tab Bar'''.”
'''How to use:'''
# Once the feature is enabled, you can now add new tabs by pressing the '''New Tab button Button''' (signified by a plus sign) towards the bottom left corner of the browser window.
# Select a tab to open the page from that tab. You can navigate SmartSimple within a given tab, change tabs and the tab will remain on the same page.
# You can also close each tab with the “x” located '''x''' located on the right side of the tab. This will return you to the previous tab that you had selected. If there is only one tab remaining, you will not be able to close this final tab but you can disable the Tab Bar feature. If this is the case, go to the User Menu and select “Disable '''Disable Tab Bar'''.”# The Tab Bar’s '''Multitask Button ''' is ideal for comparing to records in your instance simultaneously, in split-screen view. This is ideal for users such as reviewers, who complete review forms while evaluating applications or if you want to see a user and their organization details side by side. You can access the '''Multitask Button ''' while the Tab Bar is enabled, it is located on the right side of the tab bar. The two tabs shown in this mode will be the previous two tabs selected. You can select any tab to shift the what is displayed side by side. You can also use the arrows to move between tabs when you are in multitask mode. Select this button to toggle the functionality on and off.
