Personalization
Role centers, like other masks in the system, can be personalized. The start page of the system is adapted to the individual needs of a person or a role. It is distinguished whether the personalization is made for a user or company-wide personalizations are predefined.
Company-wide adjustments
In the mask "Profile (Role)" the function "Customize pages" is available. If this function is used, a new client opens. The selected role center is now displayed as the role center and started directly in personalization mode.
Customization options are:
Setting quick accesses. These will then appear in the header of the start page by selection in report:
Setting quick accesses. These will then appear in the header of the start page by selection in search menu:
Unhide and hide of actions:
Unhide and hide of reports and pe-filtered lists:
Moving of contents, actions and quick accesses:
Individual adaptations
All the above customizations can also be implemented individually. Then these are only effective for the user who has made them.
Change further basic settings
Further information on the basic setup options can be found in the following Documentaion.