Set Up Subsidiary Navigator and Change Display Settings

Follow the steps below to set up Subsidiary Navigator.

To set up Subsidiary Navigator:

  1. From your dashboard, click Personalize.

  2. You can set up Subsidiary Navigator as a Dashboard SuiteApp or as a custom portlet.

    • To set up Subsidiary Navigator as a dashboard SuiteApp, go to the Dashboard SuiteApps section, and then click the Subsidiary Navigator icon.

      The Subsidiary Navigator portlet will be added to the dashboard.

      Note:

      Dashboard SuiteApps are available only from the home page dashboard.

    • To set up Subsidiary Navigator as a custom portlet:

      1. Go to the Standard Content section, and then click the Custom Portlet icon.

      2. On the Custom Portlet, click the Set Up link.

        The Set Up link on the Custom Content portlet.
      3. On the Source field, select Subsidiary Navigator from the list.

      4. Click Save.

To change display settings for Subsidiary Navigator:

  1. On the Subsidiary Navigator portlet, click Settings on the upper left corner.

  2. Set values for the following:

    • Enable Tooltip – Click the slider to enable or disable the company information tooltip for each subsidiary. When you point your mouse on a subsidiary, the tooltip displays the address, country, currency, phone and website of the subsidiary.

    • Show Logo – You can choose to display or hide the company logos on the Subsidiary Navigator portlet. Check the box to display subsidiary logos on the current user's account. Click the slider to show or hide company logos for all users on this account.

    Note:

    The Enable Tooltip setting and the Show Logo slider option is available only on the Administrator’s account.

Changes to these settings are applied immediately. Click Settings again to hide the settings.

Note:

Settings menu does not display for accounts that have zero or only one subsidiary.

Related Topics

General Notices