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Step 5: Assign the Tab Record to a Role Record

In Role Management, assign the Reports tab to the desired role listed on the Role Detail page. When a user assigned to this role logs in to the system, they will see the new Reports tab in the web interface.

To assign the tab record to a role record

  1. Select Security and Role Management, Role Management, Role List on the Administration tab.

    The Role List page appears.

  2. Select the desired role from the Role list.

    The Role Detail page appears.

  3. On the bottom of this page, select Tabs, then Update Tabs.

    The new tab appears on the Tab List.