Creating and Assigning Layouts |
  
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Creating and Assigning Layouts |
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Initially, no layouts are configured in the System. A new layout can be created locally just for the current session, saved for an entire System, saved for one or more specific users or User Roles, or for all users on a System. A new layout does not have to contain any items.
To create a new layout
1.Click on the + icon in the Navigation Panel
2.Right-click on the layout name and select Save Layout to save it with the default name or Save Layout As to create your own. (You can also right-click anywhere on the Viewing Grid to access these options.)
To assign a layout to a User Role
1.Right-click on a role name in Resource Tree and choose Role Settings in the context menu.
2.In the User Roles dialog, choose the Layouts tab.
3.Check the layouts you want that User Role to have access to.
4.Click OK, Apply or Cancel.
•Alternately, in the Resource Tree, drag-and-drop a layout name from the Layouts section to the desired user or User Role.
The layout will display in the Shared Layout list under the user's name in the Resource Tree.