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Topics#Data ManagementRochelle Montney's Question
Rochelle Montney asked in #Data Management
Jun 16, 2014, 8:18 PM

How do I assign a standard Tab for specific profiles?

Profile - 'Sales Mgt' - Object Settings - Forecasts = Default On

 

Create - Apps - Sales = shows 'Forecasts' as Included Tabs, however, when I log in as a user within that profile it's still hidden and I have to click on the (+) to manually Customize My Tabs.  I want the 'Forecasts' Tab to be automatically added to all users in the Profile without having them click on the (+).

 

Thanks!
1 answer
  1. Anshul Jain (ABSYZ)
    Jun 17, 2014, 6:47 AM
    Hi Rochelle,

     

    There is a small checkbox on the Profile Edit page which overrides Users personal tab settings. (refer to the image below)

     

    Hi Rochelle, There is a small checkbox on the Profile Edit page which overrides Users personal tab settings. (refer to the image below) Also there is a small checkbox on the App Edit page.

     

    Also there is a small checkbox on the App Edit page. Where in you need to ensure this is the default app users lands once logged in.

     

    User-added image

     

    Let me know if this helps.

     

    Warm regards,

     

    Anshul Jain
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