Add a Shortcut to the Shortcut menu

Tired of taking the long road? Why note take a Shortcut!

Only Admin users may do this.

Shortcut Role Config

1. From the home screen - aka the Shortcuts menu, click Configuration (only available for Admin users)
   
   
2. Click Role Config
   
   
   
3. Choose the role you wish to add a shortcut for
   
   
   
4. Scroll down to General Access to view the Groups of shortcuts, with a list of their Shortcut functions. Click into a Group box to select an available function to add to the Shortcuts for the selected Role.
   
   If a Group or Shortcut function is unavailable, please follow these steps: Add a Function
   
   
   
   
5. IMPORTANT - Scroll down and click Confirm Access Changes to save the changes. (you wouldn't believe how many times I've forgotten to do this!)
   
   
   
6. Return to the home screen aka the Shortcuts menu, and you will now see your brand new Shortcut!
   

If your shortcut Group or Function was unavailable to be added to the Role Config, please follow the below steps.

Add a Function

1. From the home screen - aka the Shortcuts menu, click Configuration (only available for Admin users)
   
   
   
2. Click Functions
   
3. Check if a group exists which you wish to add the shortcut to. If it does, click into the group and skip to step 5
   
   
   A group is a container for shortcut links. e.g. below shows the Equipment group, the Forms group, the Sales group and the Scheduler group of shortcuts.
   
   
4. If the group does not exist, click the + icon
   
   
   
   Add a name and icon for the 'Group' and click Add Group.
   
   Once added, click to open the group settings
   
   
   
5. Click the + icon to add a new function
   
   
   
6. This is the fun part, where you get to code - add a name for the Function, and a Function. The click the Add Function button.
   
   
   
7. Add any further functions as required - then add them into the Role Config for the roles you wish the shortcut to appear for.