The toolbars are the small icons vertically down the left side of your Intelex page. The following slides will show how extra icons can be added to as quick links to different features of Intelex such as specific applications, dashboards, reports and external URL's.

With admin rights it is possible to set up these links and apply them to individuals, groups, locations and roles as required.

Open system setup and click on Manage Toolbars

Click on Add Entry and give it a name and description.

Once completed, click Save.

Now you can Add Entry to create the links for this new toolbar

You can choose a link from any of the following choices.  For this example we will choose another Intelex application. e.g. CAR

You can title the link (Corrective Actions), select the application (Corrective Action Reporting) and select which tab, e.g. CAR list.

Click Select, to choose an icon you wish to represent your chosen link.

Select an icon and save and exit

Now to share these links so individuals see the new icons, go to Groups and click Add Entry

You can select groups or locations here.

If you want users to access the links, select each group or location and choose 'set as default'. They will then be able to see and access these links when they next log in.

If a user has access to more than one toolbar they can go in to Employee Administration, open their user profile and select the Default Toolbar to the one you wish to see.  

The appropriate icons will appear on the left side as shown on the first slide.