The Configuration tool is a feature that enables users with admin privileges to configure preset settings in Instrument. The tool can also be used to set a context for users under the admin Main settings. The purpose of the Configuration tool is to enable businesses to tailor and customize work areas to specific user roles within their organization, streamlining Instrument UI with simple steps to meet customer needs.
The Configuration Tool controls the following areas:
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System settings: sets context for users. For more information refer to the Configuration Tool System Settings topic.
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Work areas and perspectives: admin users can create preset (default) work areas and perspectives for users. For more information refer to the Configuration Tool: Creating Perspectives and Work Areas topic.
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Tabs setup: admin users can create default tabs in perspectives for users. For more information refer to the Configuration Tool Tabs Setup topic.
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Specific views: admin users can maintain Browse table configurations for end users. For more information refer to the Creating a Browse Perspective topic.
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Actions: admin users can create preset actions that are automatically triggered based on the type of action created. For more information refer to the Configuration Tool Actions topic.
Accessing the Configuration tool
To access the Configuration tool, the admin user will need the "Web UI Administration" privilege (from Setup Actions). When an admin user is logged in, a gear icon displays in the upper right corner of the screen.
To use the Configuration tool, click the gear icon found to the far right in the utilities section.
Any changes, deletions, or additions performed in the Configuration tool will not be auto-saved. If the admin user tries to leave the page without saving, the "Save changes" dialog will appear until "Save" or "Discard changes" has been selected. Users can also exit the dialog without saving changes by selecting the "x" in the upper right corner.
