Administration › Security and Role Management › Role Management › Role List › Create a Role › Role Tabs › Assign Tabs

Assign Tabs

You can specify which tabs are available when a user assigned to this role logs in to the system.

To assign tabs to a role

1. Select the Tabs tab on the Create Role or Role Update page.

   The Tab List page appears.

2. Click Update Tabs.

   The Tabs Search page appears.

3. Enter the search criteria to display the tabs of interest and click Search.

   The Tabs Assigned Update page appears, listing the tabs that matched the search criteria.

4. From the list on the left, select the tabs you want to assign to this role. To select multiple items, hold down the CTRL key while clicking the left mouse button.

   Important! Include only tabs that contain forms that are in the form group assigned to the role you are creating or editing. For example, assigning the Customer tab or Employee tab to the Administrator role causes an error when users attempt to access that tab. For a listing of the web forms included in each form group, see the Administration Guide.

   Note: The role's form group is specified in the Customization Form Group field on the Role Detail page, and is also displayed in the Form Group column on the Role List page.

   Important! Including more tabs than your browser window can display causes some tabs to be inaccessible to the user.

5. When you have selected all the tabs you want, click .

   The selected tabs move to the Tabs Assigned list on the right.

6. Click OK.

   The Role Detail page appears, with the selected tabs listed on the Tabs tab.

Note: To edit the display sequence of the tabs in the list, click Edit in List and make the desired changes.