Access a Configurable Manager (Configurable Modules)

The configurable manager modules are designed in uDesigner and configured by your company administrator.

Note: User permissions are granted per class or sheet. If you cannot view any part of the configurable manager to which you require access, contact your company administrator.

To access a configurable manager at the project level or shell level

Go to your project or shell (User mode).
Click Configurable Modules node to expand.

The managers reside under the Configurable Modules > [configurable manager name] in the left Navigator.

If you are using a Code and Records-based configurable manager, there are sheets and classes (for example, Sheets and Material Inventory Manager).
- To access a sheet, click the Sheets node, and select a sheet from the log.
- To access a class, select a class. The log for the class opens.
If you are using a code-based configurable manager, there is just one sheet, which is listed under the log (for example Parts Manager).

To access a configurable manager at the company level (User mode)

Go to your company (Company Workspace > User mode).
Click Configurable Managers to expand.
Click a manager, class, or sheet sub-node to open.

To access a configurable manager at the company level (Admin mode)

Go to your company (Company Workspace > Admin mode).
Click Templates to expand.
Click Shells or Configurable Modules node to expand.

To access a configurable manager at the project level or shell level

To access a configurable manager at the company level (User mode)

To access a configurable manager at the company level (Admin mode)

See Also