Add an App Preset

You can create app presets to customize which apps are available to your company, companies you partner with, and individual users. For example, if you are partnering with a company that should not have access to your budget information, you can create an app preset that hides the Cost and Funds app. Create as many app presets as necessary to meet the needs of your organization. Choose a default preset and create custom presets as needed. A custom preset, called All New Users, has already been created.

To add an app preset:

In the object selector, select  Global Admin.
In the sidebar, select  Companies.
On the Companies page, select the Actions  menu, and then select Manage App Presets.
Note: This can also be done from the Users page.
In the Manage App Presets dialog box, select  Add.
In the Add preset field, enter a name for the app preset.
In the app list, select  Make this app visible or  Hide this app.
Select Save.

Tips

You can also manage app presets from the Users page.
Select  Hide All or  Show All to hide or show all apps in an app preset.
Select the  Context menu, and select Use as Default to use that app preset as the default app preset when adding new users.
When new apps are available, you can edit your App Presets to include the new app for all or a select group of users.

Last Published Monday, June 24, 2024