Access to Screen Designer
A user's security role determines whether he or she can access Screen Designer in the browser application to customize the contents of a hub.
Screen Designer in the browser application and desktop application are similar but separate applications and access to each is set up separately.
Access to Screen Designer in the Browser Application
In the browser application, you can access Screen Designer two ways:
- In the Navigation pane, go to the Settings section and select Screen Designer. Then select a hub on the Screen Designer form.
- In the Navigation pane, go to the Hubs section and select the hub that you want to customize. On the hub form, select Design from the Other Actions drop-down menu.
If your security role gives you access to the Screen Designer application in Settings, you can access Screen Designer in the browser application from either Settings or a hub but only for the hubs that your security role gives you access to.
To give a role access to the Screen Designer application in Setting in the browser application: Click in the desktop application. In the access to menu items section on the General tab, select the Screen Designer check box under Settings.
To give a role access to specific hubs: On the General tab in Roles Security Settings in the desktop application, select the check boxes for the specific hubs under Hubs in the access to menu Items section.
Access to Screen Designer in the Desktop Application
In the desktop application, you access Screen Designer by clicking
in the bottom right corner of a hub form, such as the on the
Projects hub form.
In the desktop application, Screen Designer is accessible to you if your security role type is administrator. You can access only the hubs that your security role gives you access to. The Administrator check box must be selected in the Type of Role section on the General tab in in the desktop application for the role. To give a role access to specific hubs: On the General tab in Roles Security Settings in the desktop application, select the check boxes for the specific hubs under Hubs in the access to menu Items section.