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/shell level:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Configurable Modules, and then select the [configurable manager name].

    The managers reside under the [configurable manager name].

    • 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, select 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):

  1. Go to the Company Workspace tab, and switch to User mode.
  2. In the left Navigator, select Configurable Modules, and then select the [configurable manager name, class or sheet].

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

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Shells or Configurable Modules to expand it.