Configuring the User Mode Navigator
You (Company Administrator) can configure the User Mode Navigator to better suit the company business needs. The User Mode Navigator lets you modify the appearance and organization of the modules and business processes that are available in the left Navigator for all company users.
To access the configuration settings:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select Configuration, and then select User Mode Navigator)
This functionality of the User Mode Navigator is limited to the collaborative portions of User mode navigation in the Home Workspace, Company Workspace, Shells, and Projects.
Note: This configuration will affect User mode navigation for all users in your company.
Within the User Mode Navigator, you can create grouping nodes, rename existing ones, reorder items within the nodes, and even remove unused modules from the Navigator, to provide increased flexibility to organize and view modules and business processes. The configured view will appear for all users.
As always, access to any module or business process is strictly controlled by permission settings. The User Mode Navigator feature does not override permission settings in any way; it simply lets you customize the look and organization of navigator modules that a user has permissions to access. Any changes you make to the User Mode Navigation tree will be reflected in the Access Control view.
Example
- If a user has permission to access at least one leaf node under a grouping node, the grouping node will appear in the user's view of the left Navigator.
- If the user does not have permission to any leaf nodes under a grouping node, the grouping node will not appear in the user's left Navigator.
The following terminology is used with User Mode Navigator:
- Grouping node: This is a container "parent" node. Grouping nodes are easy to identify because they have a (+) next to them in the navigation tree. Clicking a grouping node in the left Navigator expands the node to display any child nodes below it; the child nodes can be leaf nodes, or another grouping node (also known as a functional node), for example, Project Logs, Cost Manager, and so forth.
- Actionable grouping node: This type of grouping node not only expands to display child nodes underneath it, but also refreshes the right pane and displays an associated log or page, for example, Projects node, which expands to display the project nodes in the left Navigator and also opens the Project home page.
- Leaf node: This is a child node that cannot become a grouping node. In the last node of the navigation "tree," no further branching can take place. Clicking a child node refreshes the right pane to display the associated module or log, for example, Cost Sheet within the Cost Manager, or the individual business process logs under Project Logs.
The configurable navigator lets you:
- Configure navigation trees for:
- Company Workspace Navigator
- Home Navigator
- Project/Shell Navigator
Notes:
- If you want to change the navigator for your environment, copy it first, rename the copied version, and make your changes to the renamed version. Otherwise, subsequent updates to the system will overwrite your changes if the navigator retains the original name.
- The settings do not take effect in your users' navigators until you deploy them.
The User Mode Navigator lets you:
- Create new grouping nodes (New) for:
- Company Workspace
- Home Workspace
- Project/Shell
- Copy an existing navigator setup (Copy)
- Deploy a navigator (Deploy)
The system performs a check to see whether there are any other navigators of the same type currently active. If so, the system notifies you that the currently deployed navigator will be set to an "Inactive" status.
- Undeploy a navigator (Undeploy)
When selecting this option for an Active navigator, the navigator (for the type selected) displays system defaults during the runtime.
- Rename new and existing grouping nodes
- Change the icons associated with the nodes
- Move nodes up and down the navigation tree, or from one grouping node to another
- Remove unused modules from the navigator without deleting the modules themselves
- Move business process logs or other modules between new or existing grouping nodes
- Include Single-Record business processes under the Home Workspace by copying them from the Available Modules and Business Processes section to the Selected Modules and Processes section.
- Store the following versions of the navigator:
- Last saved version
- Last deployed version
- System default version,
- Restore the navigator to any of the above versions at any time
Note: Configuring navigator is a separate setup. As a result, the new business processes do not appear in the log selected in the configuration. Instead, the new business processes appear in the right pane of the user's configurable navigator window. To place the new business processes inside the corresponding node in the left Navigator and make it available to the users, you must transfer the new business processes manually.
In This Section
Create a User Mode Navigator Configuration
Change the Icon of a Grouping Node
Move Nodes within the Navigator
Remove Unused Nodes (Modules) from the Navigator
Deploying a Navigator Configuration
Delete a Navigator Configuration
Restore the Navigator to Previous or Default Configuration
Last Published Tuesday, April 15, 2025