System Administration

Quick Link Security

In order for a quick link to be created, the following criteria must be met:

  1. Grant Security to Allow Quick Link Creation

  2.  Verify Page Security

  3. Allow a Quick Link to be Created for a Page

Grant Security to Allow Quick Link Creation

To use the quick links feature, the logged in user must be a member of the Customizer WebApp group. By default, all users are added to the Customizer WebApp group. If users are unable to use the quick link feature, membership to this group may have been removed. Refer to Assign Users to WebApp Groups for detailed information or contact a site Administrator for assistance.

Verify Page Security

In order for a user to create a quick link for their user profile or for a manager to create a quick link for a security role or another user, the recipient of the quick link must have access to the linked page. Verify page security has been granted before creating a quick link. If the recipient of the quick link can navigate to the page, a quick link can be created for the page. If the recipient of the quick link cannot navigate to the page, security must be granted. Refer to Assign Users to WebApp Groups for detailed information or contact a site Administrator for assistance.

Allow a Quick Link to be Created for a Page

This step is only required for custom development.

When creating a quick link by security role, a manager must populate the Page ID field. The pages available in the Page ID list box are controlled by the page property Allow Explicit Quick Link.

To modify page properties, the developer user must have access to the WebApps menu in System Administration.

To allow a quick link to be created for a page:

  1. Click Admin > WebApps in Navigation pane.

  2. Click Pages for the WebApp that contains the page to be specified as a quick link.

  3. Click Vertical View for the page.

  4. Click Advanced Properties tab.

  5. Click Allow Explicit Quick Link check box to enable it, allowing a user to create a quick link for the page.

    NOTE: Enabling Allow Explicit Quick Link displays the page name in the Page ID list box on the Quick Links page when creating a quick link for a security role or a user.