With UI config, or Configuration profiles, it is possible to adjust the User Interface per User Roles and even per User.
These are the files that can be configured:
Tasks
Matches
Candidates
Job orders
Contacts
Companies
Publications
Placements
These are the possibilities at this moment:
Hide Tabs in overviews
Hide Columns in overviews
Hide Tabs in detail-page
Hide Field-sets and Fields
Hide fields in Wizards
Set fields as Required
Design your own screen and improve your process
Disable non-relevant information using ‘Configuration field settings’ to work even more efficiently in Carerix. It will save you a lot of time and you will no longer need a user manual. A new feature is the option to link this configuration to a Status of the candidate or to a specific matching stage.
NOTE: There's also a report available from the document template library called 'UI config report'. This can be run to see per configuration profile which fields are set to be hidden or have additional qualifiers.
Start UI Config
Login with your Administrator account
Go to 'Maintenance' | 'Configuration'
Pick a profile from the list and open it If no profile exists
orCreate a new one by clicking on [+new]
- Base Configuration :
You can choose one of the already existing Configuration profiles, (to use as
copy) or choose Default
- Name : "enter a name"
- Description : "enter a description if needed"
- Click [Finish] to saveClick "Edit configuration" button to enter configuration mode. Notice the configuration toolbar appears on top and only the left menu files that you can configure are visible. Once in config mode locate "gear" icons throughout the app and configure them for this profile
When you are done, click "Close" in config toolbar to save your changes and exit configuration mode. Click "Cancel" to discard your changes and start over.
Link Configuration profile to User role(s)
Login with your Administrator account
Go to "Management"
Open "User roles" overview
Open user role details
Set config profile:
Repeat for other user roles if necessary
NOTE:
Setting config profile for all user roles means that you have activated profile for ALL users.
To a Specific User
Login with your own account (must be an administrator)
Open users overview
Open user details
Set config profile:
Repeat for other users if necessary
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Keywords: UD-1462