Does anyone know how to edit the top navigation ba...
# general
s
Does anyone know how to edit the top navigation bar?
l
You mean the Transactions, Lists, Setup, etc. when using an Admin role?
s
Yes, but I am not an admin
I want to edit (Add, remove, change the order) the tabs at the top
j
You will need the permissions to do this. I would reach out to your Administrator.
s
If I had permissions, where would I go?
j
Customization > Centers and tabs
You can create new and edit list options. I've never tried it, but I assume you can hide tabs from certain roles, but again, not 100%
s
Setup > Customization > Center Tabs > New?
j
If you're not in Classic Center, that might be the navigation.
Yes, from there you can create new tabs
s
What is "Classic center"
j
Identify the links and landing pages you want.
Classic Center is the "Administrator" center.
s
message has been deleted
I click Center Tabs and it has a long list of Names that do not tie to what I am seeing in my navigation bar at all
j
You can switch to Classic Center by going to Set Preferences > Appearance > Use Classic Center. But Yes, you got it. That should allow you to create new/edit existing tab.
Yes, each tab is applied to a specific center type/role
You should see it on a column in that list view
"Center Type" or something like that
s
Ok!
Thanks
I found "Classic Center"
j
Each of those tabs are being applied to different roles in your account