Tools Overview
The Tools feature provides quick, one-click access to systems users utilize most. Portal Admin have the ability to manage Tools and Tool Categories.
In this article:
Add a Tool Category
User Options > Admin Center > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tools in the left-hand menu.
4. Click + Add Tool Category in the upper right-hand corner.
5. Enter Tool Category information: Category and name, Category description, and enable/disable Defaults open.
6. Click Add in the lower right-hand corner.
Tool Categories can also be managed in Admin Plus.
User Options > Admin Plus > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Tools.
4. Select Tool Categories.
5. Click Add Tool Category + in the upper right-hand corner.
6. Type the new Tool Category name.
7. Add an optional Description.
8. Assign an Icon.
9. Denote an Order.
10. Select the Defaults open tickbox to make this Tool Category default open in the menu.
Tool Categories are organized in descending order. The Tool Category with the largest number in the Order field will appear as the first Tool Category in the menu.
11. Click Save in the lower right-hand corner.
Edit a Tool Category
User Options > Admin Center > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tools in the left-hand menu.
4. Click the Edit Tool Category icon to the right of the Tool Category to edit.
5. Edit the Tool Category, as necessary.
6. Click Save in the lower right-hand corner.
7. Click the hold the Triple Bar icon next to the Tool Category to move.
Tool Categories can also be managed in Admin Plus.
User Options > Admin Plus > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Tools.
4. Select Tool Categories.
5. Select the specific Tool Category.
6. Edit the Tool Category, as necessary.
7. Click Save in the lower right-hand corner.
Delete a Tool Category
User Options > Admin Center > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tools in the left-hand menu.
4. Click the Delete Tool Category icon to the right of the Tool Category to delete.
5. Select Delete in the dialogue box to complete deletion.
Tool Categories can also be managed in Admin Plus.
User Options > Admin Plus > Tools > Tool Categories
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Tools.
4. Select Tool Categories.
5. Select the specific Tool Category.
6. Click Delete.
7. Select Yes, I'm sure to complete the deletion.
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