Customize the Global Navigation Bar

The Global Navigation Bar displays at the top of the screen throughout the software. You can customize the actions available on the Global Navigation Bar through your Themes.  

You can add any option that is available on the Main Menu to the Global Navigation Bar. You can also control the order the options display and the groupings available on the Global Navigation Bar. Groupings are the headings that display on the Global Navigation bar and the actions within the group. 

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You cannot configure the options for the Quick Add button (mceclip0.png). Also, the Global Navigation Bar actions respect any access management you have configured so if a user has an action restriction for an action on the Global Navigation Bar, the user is not able to see that action.

To customize the Global Navigation Bar, you must:

  • Use a custom theme.
  • Have access to customize the theme through the Allow Modification of Layout By Theme system access privilege.

To customize the Global Navigation Bar:

  1. Click the user name on the Global Navigation Bar.
  2. Select Global Navigation Customization. The Global Navigation Customization window opens. The screen is divided into three sections:
    • Available Groups - Displays the groups available for the Global Navigation Bar.
    • Available Actions - Displays the actions available for the Global Navigation Bar.
    • Groups - Displays the actions currently displayed on the Global Navigation Bar.
  3. Verify the theme you want to update displays in the Theme drop-down at the top of the screen.  The Theme assigned to the user editing the Global Navigation Bar displays by default. To edit a different theme, select the theme from the drop-down. This does not change the theme for the user so once the Global Navigation Bar customization is saved, the Global Navigation Bar still displays based on the user's theme.

Add, Remove or Move an Action

  1. To move an action to the Global Navigation Bar:
    • Using the six (6) dots to the left of the action label, select the action from the Available Actions section. You may need to click the Load All button to view all the available actions. You can use the search field at the top of the screen to locate an action. Actions matching the search value are highlighted in yellow.
    • Drag the action to the Groups section of the screen using the mouse.
    • Place the action in the desired location.
    • Release the mouse button to drop it into the correct location. The action shows with a green bar on the left to indicate it is added to the Global Navigation Bar.
  2. To move an action to a different location on the Global Navigation Bar:
    • Using the six (6) dots to the left of the action label, select the field from the Groups section of the screen using the mouse.
    • Place the action in the desired location.
    • Release the mouse button to drop it into the correct location. The action shows with a green bar on the left to indicate it moved locations.
  3. To remove an action from the Global Navigation Bar:
    • Hover over the action to remove.
    • Click the X to the right of the action name. The action moves to the Available Actions section and shows with a red bar on the left to indicate it is removed from the Global Navigation Bar.
  4. Repeat the above steps as needed to add, remove and move actions.
  5. Click OK.

Add, Remove or Move a Grouping

  1. To add a group to the Global Navigation Bar:
    • Using the six (6) dots to the left of the group label, select the group from the Available Groups section. 
    • Drag the group to the Groups section of the screen using the mouse.
    • Place the group in the desired location.
    • Release the mouse button to drop it into the correct location. The group shows with a green bar on the left to indicate it is added to the Global Navigation Bar.
    • For the new group to display on the Global Navigation Bar, add at least one action to it.
  2. To remove a group from the Global Navigation Bar:
    • Click the X to the right of the group in the Groups section. The group moves to the Available Groups section and shows with a red bar on the left to indicate it is removed from the Global Navigation Bar. Any actions assigned to the group are removed and available in the Available Actions section of the screen.
  3. To move a group to a different location on the Global Navigation Bar:
    • Using the six (6) dots to the left of the group label, select the group from the Groups section of the screen using the mouse.
    • Place the group in the desired location.
    • Release the mouse button to drop it into the correct location. The group shows with a green bar on the left to indicate it moved locations.
  4. Repeat the above steps as needed to add or remove groups or change the group display.
  5. Click OK.

Create a Custom Group

  1. Click the Manage Custom Groups button in the Available Groups section of the screen. The Custom Action Groups window opens.
  2. Click the Add button. The Add Custom Action Group window opens.
  3. Enter the necessary information:
    • Description - Name for the group.
    • Action Type - Select the group button behavior:
      • Clickable Group - The first action in the group determines the name of the group and opens the screen if you click the button.
      • Group - Description is used as the name of the group and the button opens a drop-down with the available actions.
    • Access Type - Select who can see and use the group:
      • Only One User - If selected, only the user selected in the User drop-down can see the group.
      • Everyone - If selected, all users can see the group.
      • Users and Roles - If selected, only users assigned to the selected role(s) can see the group.
  4. Click OK. You return to the Custom Action Groups window.
  5. Close the Custom Action Groups window. You return to the Global Navigation Customization window. The new group is available in the Available Groups section.

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Comments

11 comments

Date Votes
  • Sherri Hines

    Is this option controlled by an access or system privilege or can anyone make these changes?

     

    0 upvotes

  • Carrie Spalding

    Sherri, 

    Great question, thanks!  I've added the information to the article, but to make it easier for now...

    In order to have access to customize the Global Navigation Bar, the following must be noted:

    1. The user must be assigned to a custom theme.
    2. The user must have the System Access Privilege assigned that allows them to customize a theme.
    3. The action can be hidden through access management and/or action restrictions.

    Thanks again,

    --Carrie

    0 upvotes

  • Sean Tame

    Just to be 100% clear - the customisation is for the Theme?  If so, why is it accessed via the User Dropdown and not via the main menu?  I think this is a little misleading.

    0 upvotes

  • Carrie Spalding

    Sean, at the moment that is the current functionality but I have passed on the feedback to Product Management.

    Thank you,

    --Carrie

    0 upvotes

  • Jason Allen

    Carrie, please on to Product Management to also include the help (question mark) item, currently containing About (Ungerboeck), within Global Navigation Customisation. Within this menu, I would like to add Custom Links that direct users to the Ungerboeck Support Portal and also to several launch pages on our Intranet providing Ungerboeck process maps and usage guidelines.

    2 upvotes

  • Chuck Catotti

    So if I make changes to the Global Nav this way--do they apply to ALL USERS in that Theme?

    0 upvotes

  • John Padgett

    The Global Navigation layout is linked to the theme - not the user. Therefore, making changes to it will apply to all users who share the same theme.

    0 upvotes

  • Sean Tame

    Hi Chuck,

    Yes but...  It all depends what you are changing on the GN and whether the user has access to these elements.

    I create custom groupings on the GN and assign them access to only specific Roles.  Eg, I create a AR grouping and assign it only to the Receivables Role.  In this I put things like Receivable Accounts, Historical Aging Report, AR Journals etc.  Repeat similar for other user groups.  When these are added to the GN, they are only seen by the relevant users and not everyone who has that Theme as the custom group has access restrictions on it.

    I hope that helps.

    0 upvotes

  • Joey Lynn Pinaglia

    I am updating our GNB, all the items I have added are on there and can be seen by staff except for the Audit Log.  I am the only one who can see that and I do not see any specific AP that could be blocking them.  

    0 upvotes

  • Maggie U.

    Hi Joey,

    This is probably related to access management. The Audit Log action is connected to the System Administration feature which you probably don't have assigned to your user roles.

    You can give them access by setting up a Grant to the Audit Log action for the role(s) assigned to your user.

    Here's some more info that explains Access Management, Features and granting/denying actions. https://supportcenter.ungerboeck.com/hc/en-us/articles/204557568-Access-Management-Overview

    However, if you have any additional questions while working through it, let us know!

    Thanks,
    Maggie

    0 upvotes

  • Joey Lynn Pinaglia

    Thank you Maggie, that worked.  

    0 upvotes

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