System Roles

Administrator

Process Designer

System Parameters

Disable Link to File

Disable Link to Website

Adding Menu Items for Multiple Users (Global Links)

Administrators and Process Designers can add additional menus, or items within existing menus for all users, or all users that have a specific role assignment. Use these global links to link to websites, FTP sites, email, local intranet sites, or files available on the company's network.

Menus and menu items added using global links display in the following order:

  • Menu items added to a menu display in the assigned Category, in the order in which they appear in the Global Links configuration page.
  • New menus display to the right of the default menu options in the Accolade menu bar, in the order from left to right that they display in the Global Links configuration page. For example, if Menu C is listed above Menu A in the list, Menu C displays to the left of Menu A in the menu bar.
  • If a global link is added to the My Links menu, which contains links set for individual users within their user account or profile, the My Links menu follows the order described in the previous bullet item. If the My Links menu contains no global link items, it displays as a default menu at the right of the default Accolade menu bar.

Items added as URL-type global links (http, https, and relative path links) are available to embed in a pod within a page layout, which then renders the contents of the link. Defining global links for this purpose can be helpful when building dashboard pages for projects. See Creating Page Layouts for more information on creating global page layouts.

To define a link that is available to a single user, see Adding User-Specific Menu Items.

To add a menu item for multiple users:

  1. From the System menu, select Page Design > Global Links.
  2. Do one of the following:
  • To add a new global link - Click Add New in the upper right corner of the page.
  • To edit an existing global link - Click the name of the global link top open it for editing.
  1. Complete the following information about the link:
Field Description

Name

Enter a name, up to 64 characters long, which identifies the global link.

This text is also displayed above the linked page if the page is embedded.

System Name

Enter a system name that uniquely identifies the global link.

The name must be unique among classes and can contain only letters (English alphabet), numbers, and the underscore.

Display in Menu

Check to turn on the display of the link in the Accolade menu. If on is selected, check to make Menu and Category required fields that cannot be set to none.

Note:  This defaults to unchecked when adding a global link. Defaults to checked when a new global link is added from Planning View.

Menu

Select the Menu location.

  • Select New Menu to create a new menu for the link.
  • Select an existing menu, such as Workspace or Resource, to add the global link to an existing menu.

To create a global link that is only available to add to a pod within a layout, leave this option blank.

Category

Select the Category location.

  • Select New Category to create a new category for the link.
  • Select an existing category such as My Workspace, My Pages or Planning, to add the global link to an existing category.

To create a global link that is only available to add to a pod within a layout, leave this option blank.

Link

In the Link field, select the to create.
  • http - A URL to a Web page.
  • https - A URL to a secure Web page.
  • ftp - A link to an FTP download site.
  • file - A link to a file or executable on your company's intranet.
  • qvp - A link to a Dashboards for Accolade chart if using the Dashboards viewer.
  • mailto - Opens the user's email application and displays a blank email addressed to this email address.
  • callto - Opens your selected chat and collaboration tool, which invites the person at the address you define to a chat.

In the adjacent field, enter the path to complete the link. For example, if you select http:// from the Link field, enter the remainder of the web site address, www.google.com.

Based on your server setup, http, https, and file global link types are available to add as the content of a pod within a page layout. See Creating Page Layouts for more information.

The Disable Link to File and Disable Link to Website parameter settings determine if you can link to web site or file.

Embed

Select this check box to display the linked destination within the Accolade application window. Clear the check box to open the linked page in a new browser window or tab.

Important! Accolade respects web browser and web page security features for embedded global links. The linked web page may include certain security settings that prevent the web page from loading within the Accolade application window.

Landing

Select this check box to display the linked destination first for the users with the selected role, instead of the users' Home pages.

If a role has more than one link defined as a landing link, Accolade displays the first landing link in the list of global links.

Default Home

Select this check box to have a designated home page for the selected users.

For users with multiple roles, the first link with a role match in the list of defined global links determines the users' default home page.

A home page defined by the user profile settings will take precedence over the global link home page setting.

Roles

Select one or more user roles for whom the global link displays.

Users who are not assigned the selected roles do not have access to the global link in the menu, and the content of the link within a pod in a layout does not display.
  1. Click Apply to save your changes, or Cancel to exit without saving.

To change the order that added menus display from left to right in the Accolade menu bar, display the Global Links Configuration page (System > Page > Global Links), select a link description, and drag and drop it to its new location in the list.

Notes:   

  • To delete a global link, display the link in the Global Links Configuration page (System > Page Design > Global Links) and click Grey Delete Icon next to the link to delete.
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