Setting Up the Application Preferences and Quick Links in Tenrox

The Settings button allows users to set up their user preferences and Quick Links in the Tenrox application.

To set up the user preferences and Quick Links in the Tenrox application:

1. Click the Settings button to open the Settings dialog box; for more information on the Settings button, see Accessing the Menu Bar in the Tenrox Application.
2. From the General tab, set up the user preferences in the Tenrox application.
   • Language: defines the user's language, options include English and French
   • Active Site: defines the user's active site
   • Initial Page: defines the initial page of the application, options include Last visited page and Dashboards
   • Tracking Views: defines the view for the expense report and purchase orders:
     • Expense view options include the Detailed and Work views
     • Purchase view options include Summarized view
   • Out of office: sets the out-of-office option for the user
   • Application Logon: defines the user logon credentials (name and password)
     
     Available as of Tenrox 2013 R1 Accessibility to Logon Name Restricted
     Prevents the User from accessing the Logon name from the Settings window.
     
   • The ability to access the Settings dialog box from the top-right corner of the application and change one's Logon name is restricted as it is disabled.
     

   Notes:

   • The inaccessibility of the Logon name applies regardless of security permissions.
   • The Logon name field maintains its existing functionality when the menu is accessed from the User Edit page (Setup > Organization > Users > User Edit > Settings button).
3. Click the Save link to save the changes.Note: The changes take effect after the application is restarted.
4. Click the Quick Links tab to set up the Quick Links control panel in the Tenrox application; for more information, see Displaying the Quick Links Control Panel.
   
   • Display Quick Links: defines whether or not the Quick Links control panel is displayed in the navigation pane; by default, the Display Quick Links check box is selected
     • Search: defines whether or not the Search field is displayed in the Quick Links control panel
     • Create New: defines whether or not Create New is displayed in the Quick Links control panel
     • Shortcuts: defines whether or not Shortcuts is displayed in the Quick Links control panel
     • Go to My: defines whether or not Go to My is displayed in the Quick Links control panelNote: When the Display Quick Links check box is selected, the Search, Create New, Shortcuts and Go to My check boxes are selected by default. When the Display Quick Links check box is cleared, the Search, Create New, Shortcuts and Go to My check boxes are also cleared.
     • Options for: lists the options that can be displayed in the Create New, Go to My and Shortcuts boxes; depending on the option selected, the Available Options pane is refreshed to display the corresponding items that can be selected and the Selected Option pane displays the items that are already selected
       • When Create New is selected, the left grid displays a list of items that can be added to this combo box. The right grid displays items that have already been added to this combo box.
5. Click the Save link to save the changes and then the Close link to close the Settings dialog box.
6. Click the Log Off button and then click Yes to confirm log off action and then log on for the settings to take effect.