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 the project/shell tab and switch to User mode.
- Click Configurable Modules to expand it.
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 the Company Workspace tab and switch to User mode.
- Click Configurable Managers to expand it.
- Click a manager, class, or sheet sub-node to open it.
To access a configurable manager at the company level (Admin mode)
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates to expand it.
- Click Shells or Configurable Modules to expand it.
See Also
Configurable Managers (Configurable Modules)
Code and Records-based Configurable Managers
Code-based Configurable Managers
Reverse auto-population and Code and Records-based Managers
Creating Sheets and Records for a Code and Records-based Manager (Standard View)
Creating Sheets for a Code-based Manager (Standard View)
Working with Configurable Manager Sheets (Classic View)
Working with Configurable Manager Sheets (Standard View)
Working with Configurable Manager Logs (Standard View)
Bulk Editing Configurable Manager Records
Printing a Configurable Manager Form
Last Published Sunday, July 20, 2025