Configuring the Work Center Toolbar

Use the Work Center Toolbar tab to simplify the user start-up process by pinning applications and application groups to the Work Center toolbar.

This enables you to pin applications at a global level, which automatically configures the Work Center toolbar for all newly-created users. You can also choose to apply these default settings for existing users or groups or you can pin a different set of applications for users and groups.

Pinning a Default Set of Applications

To pin a default set of applications:

  1. From the Work Center Settings view, select the Work Center Toolbar tab.
  2. Search for or select the applications or application groups you want to pin, then move them to the Pinned Application Groups column.
  3. Select the Locked check box for applications that you do not want users to remove from their toolbar.
  4. Clear Show global context (All) if you do not want users to have access to the All icon, which provides a global context for dashboards and views.
  5. Save your changes.

Pinning Applications for Users and Groups

To pin application groups for specific users or groups:

  1. From the Users or Groups view, select one or more users or groups, and then click Details.
  2. Select the User Preferences tab, and then select Work Center.
  3. Select Get Default Settings to apply the global set of applications, or select specific applications for the users or groups.
  4. Select the Locked check box for applications that you do not want users to remove from their toolbar.
  5. Clear Show global context (All) if you do not want users to have access to the All icon, which provides a global context for dashboards and views.
  6. Save your changes.