Manage Toolbars

This article contains the following topics:

For example, you can manage permissions to the Create Incident action from the Ticket Center workspace. Changing the permissions for available items in the toolbar reflects on all existing and new records. For example, you can give permissions to the ticket actions menu item Add To Knowledgebase. You can make the option available for all existing and new tickets to which the menu item is related.

The following actions are available from the Toolbars form:

• View and filter the list of toolbar items.
• View details of a toolbar option in Read only form.
• Manage (grant or revoke) permission for a toolbar option for contacts, support groups, and roles.

Considerations

• You can assign permissions to the end users for the toolbar actions that have the Is SSU Viewable option selected. 

Manage Toolbars

Follow these steps:

1. Navigate to MANAGE, ADMINISTRATION, Tools, and click 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.