How to: Configure a Role Center

When you open the RoleTailored client in configuration mode, you can make changes to a Role Center. These changes then become part of the RoleTailored client for users assigned to the profile associated with the Role Center. For more information, see How to: Open the RoleTailored Client in Configuration Mode.

To customize a Role Center

  1. Open the RoleTailored client in configuration mode.

  2. Click the Customize icon to open the Customize menu.

  3. Click the Customize menu to change the page, the navigation pane, the Actions menu, or the Reports menu.

  4. In the window that opens, make the changes to the appearance of the page, the navigation pane, the Actions menu, or the Reports menu.

  5. Click OK.

To customize the Actions menu

  1. In the Customize Actions Menu window, select the action or actions to remove from the Actions menu.

  2. Click the << Remove button to remove the action.

  3. Use the buttons on the right to rearrange the actions on the menu. Use the Restore Defaults button to restore the original Actions menu.

  4. Click OK.

See Also

Tasks

How to: Create a Profile
How to: Assign a User to a Profile
How to: Open the RoleTailored Client in Configuration Mode

Concepts

Profiles and Role Centers
Working with Role Centers