Creating and Editing Apps
Administrators can customize the access users have to the portal by creating Apps and then adding Tabs to those Apps.
Requirements
To create and edit Apps, users must be assigned a security role with the following permissions:
- Administrator System Role
To create and edit apps:
- In the Setup Home page, click Create > Apps.
- Perform one of the following two actions:
- If you want to create an App, click New. Complete the provided fields and then click Save & Close. Click the App you created.
- Click an existing App to edit the App.
- In the Menu Items pane, select the Tabs you want to appear on this App by dragging and dropping Menu Items to the right column. After adding Tabs, you can rearrange the order by dragging and dropping a Tab. If you want to remove a Tab from appearing in this App, drag and drop the Tab in the right column to the left column.
- In the Default Landing Page dropdown menu, select the Tab you want users to first see when they log in or select the App.
- If you want the More Tab (used to access extra and 'Default Off' Tabs) to display on the main navigation menu, check Display 'More' Tab.
- Click Save.
The App has been created and/or configured. Please note that Tabs must still be configured for users to access them. See Adding and Enabling Tabs for Apps for more information.
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