Enabling/Disabling Tools in a User's Toolbox

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Step 1:

  • Click on the "ToolBox" icon near the top of your screen.

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Step 2:

  • Click on the "Admin" icon (you must be an Admin to perform this task)

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Step 3:

  • Click on "User Administration"

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Step 4:

  • Click on "Toolbox Admin"

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Step 5:

  • Select the target user's name from the dropdown, then click on the faded tools to enable them for the user.
  • If you need to disable a tool, click on it again if it is highlighted.
  • There are also links available on the grey divider bar to enable or disable all tools at once.

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  • Red icons correspond with the sales module, orange with the service module, and blue with the production module.

Step 5:

  • Once the icon has been turned on you can drag and drop it up to your Toolbelt where your "ToolBox" and other icons are located.

Congratulations -- you have successfully enabled/disabled toolbox tools for a user!

 

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