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Adding and Enabling Tabs for Apps

    ADDING AND ENABLING TABS FOR APPS

    Tabs must be added to Apps and enabled for security roles for users to access Tabs.

    Requirements

    To configure Tabs, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO ADD TABS TO APPS:

    1. In the Setup Home page, click Create > Apps.
    2. Click the App to which you want to add the Tab.
    3. In the Tabs pane, select the Tab and click the right-arrow button to add the Tab to the App.
    4. If you want the Tab to be the first page users access for this App, select it in the Default Landing Tab field.
    5. Click Save.

    TO ENABLE TABS FOR SECURITY ROLES:

    1. In the Setup Home page, click Create > Tabs.
    2. Click Tab Assignments.
    3. From the dropdown menu, select the security role for which you want to enable the Tab.
    4. Next to the Tab you would like to enable, select the visibility setting:
      • If you want to enable the Tab and have it appear in the main menu by default, select Default On.
      • If you want to enable the Tab and have it appear in the More menu at the side of the navigation bar by default, select Off.
      • If you want to disable the Tab for the security role, select Hidden.

      Note*: You may also change Tab visibility directly in the Security Roles menu. See Configuring Security Role Permissions.

    Return to Magentrix Tabs Checklist

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