Editing Visible Tabs
Sam Murray
There are two areas where you are able to edit the visible tabs along the top of the application. You are able to alter the ones shown on the Dashboard view as well as the contextual ones for within a Job Bag. They should look similar to the below in the instance of the Dashboard:
On the far right of this bar, you will see an option labelled 'Edit'. Click this and a pop-up box will appear.
From here, you are able to select which tabs you wish to see by moving them from the left to the right.
You can follow this same process when within a Job Bag to select which tabs you wish to see.
As an Admin user
If you wish to set up tabs to have a default setup for your users, you can do this via the Admin button in the top right -> General Settings -> Tabs.
From here, if you select Edit to the right of 'Custom Tabs' you will be able to choose whether these Tabs are shown by Default and then choose to 'Apply to all users' as highlighted in yellow.
Once you have made your selection, simply hit Save and these changes will be made.
Comments
Have more questions? Submit a request