Manage a User's Apps

A user's apps are the apps that are available to them from the sidebar when they are using the application. When you manage a user's apps, you can either choose an existing app preset for the user, or customize the apps available for the user.

To manage a user's apps:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select Manage Apps.
  4. In the Manage Apps dialog box, do one of the following:
    • In the Presets list, select an existing app preset to assign that app preset to the user.
    • In the app list, select Make this app visible or Hide this app to customize the user's apps.
    • Select an app preset and then customize the user's apps based on the presets.
  5. Select Save.

Last Published Wednesday, March 20, 2024