Create a User Mode Navigator Configuration

You can create one configuration for user mode Project, Shell, or Company Workspace.

To create a project or company workspace navigator configuration

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Configuration > User Mode Navigator. The User Mode Navigator log lists all previously created configurations.
Click New and choose one of the following:
- Home: Configures the navigation node for the Master Log - Business Processes node.
  Note: You cannot hide the Tasks, Notifications, Drafts, and Mailbox nodes in the Home workspace.
- Company Workspace: Configures the navigation nodes within the Company Workspace portion of the User Mode navigator
- Project/Shell: Configures the project/shell level navigation
The Create New Navigator window opens. The left portion of the window displays the navigation as it would appear for users. In the example below, the default navigation is displayed, because a new configuration has not been deployed. The right pane of the window displays available modules or business process logs that can be added to the navigation on the left.
Configure the new navigator configuration as described below.
To save the configuration, click OK.

The configuration will be displayed in the log. There can be one configuration each for Project, Shell, or Company Workspace. After saving, you must deploy the configuration for it to take effect. See Deploying a Navigator Configuration.

You can configure the new project or company workspace navigation. After deploying, the configuration will appear in the user mode navigator for all users in your company.

Use the toolbar to configure the navigation:

New: Creates a grouping node.
Rename: Lets you rename the selected grouping node.
Expand All: Expands all grouping nodes to reveal their functional sub-nodes.
Move Up / Move Down: Moves selected nodes up or down in the navigator.
Cut / Paste: Lets you cut and paste nodes from one grouping node to another.
Restore: Restores the configuration to the system default, or the last deployed version.
Change Icon: Lets you change the icon of the selected node.

To expand all navigator nodes

In the navigator window, click the Expand All button. This expands all grouping nodes and lets you view all of the nodes currently present in the navigation. You can contract a grouping node to hide the leaf nodes by clicking the (-) next to the grouping node name.

To create a project or company workspace navigator configuration

To expand all navigator nodes

See Also