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Follow these steps:

  1. Navigate to MANAGE, ADMINISTRATION, Tools, and click MANAGE> ADMINISTRATION> Tools> Toolbars.
  2. Click a Toolbar Name in the list and modify its values if necessary.
    More than one Toolbar Item can exist with the same Toolbar Name. The Related To Form field displays the form the toolbar item is related to.
  3. Click the Permissions Tab and click Manage Permissions.
  4. Select the support groups or roles you want to assign permissions to, click Add, and then click Save Permissions.
    Note: The Administration group has permissions for all actions and records. You cannot disable permissions for this Group.