Using the App Icon Menu

The application icon menu is the home page from which staff can access all other areas of the system.

Note: A staff user's role may limit the number of applications they can access. Users with administrator access can choose from all applications enabled in their system.

Click or tap an app icon to access all staff features available under that application. For example, selecting the Committees icon allows staff users to see and run queries related to committees, create new committees, edit existing committees, and more. The layout is responsively designed to be easy to use on devices with any size screen, from mobile phones to tablets, to desktop computers.

All applications are also available in the left navigation panel. Expanding an application in this panel displays all of the same options that display when the app icon is selected.

Customizing the App Icon Layout

Users can customize the app icon layout by clicking the Actions drop-down and selecting Customize Apps. Doing this opens the Customize App mode.

Tip: The applications a user can access is controlled by their user role in the system. For example, if their user role doesn't allow access to the Exhibits App, the process of customizing the layout as described here can't be used to enable it. This simply allows users to control the visibility of applications their role already permits them access to.

Note: Changes made the app icon menu apply only to the logged-in user.

Drag and drop app icons to new locations in the menu. To hide an icon, click the minus (-) sign in the upper right of the app icon. Once done, click Actions again and click Exit Customization. To undo changes, click Reset Back to Default.

The same process can be used to hide, enable, and re-order features under an application.

Choosing a Theme

To select a different style of icon and color preference, click the My Profile drop-down and choose from the My Theme section.