Access to Screen Designer

A user's security role determines access to the Screen Designer, which you use to customize the contents of a hub. Screen Designer in the browser application and desktop application are similar but separate applications, and you set up access separately.

Access to Screen Designer in the Browser Application

In the browser application, you can access Screen Designer two ways:

  • In the Navigation pane, select Settings > General > Screen Designer and then select a hub on the Screen Designer form.
  • In the Navigation pane, go to the Hubs section and select the hub that you want to customize. On the hub form, select Design from the Other Actions drop-down menu.

If your security role gives you access to the Screen Designer application in Settings, you can access Screen Designer in the browser application from either Settings or a hub, but only for the hubs that your security role gives you access to.

  • To give a role access to the Screen Designer application in Settings (in the browser application): On the Navigation pane, select Settings > Security > Roles. In the Access to Menu Items section on the Overview tab of the Roles form, expand Settings, expand General, and then select the Screen Designer check box.
  • To give a role access to specific hubs: On the Overview tab in Roles Security Settings, select the check boxes for the specific hubs under Hubs in the Access to Menu Items section.

When you grant access to a hub, the role can initially access only the Summary pane and Overview tab for the hub. To grant access to additional tabs within hubs, use the Access Rights tab of the Roles form.

Access to Screen Designer in the Desktop Application

In the desktop application, Screen Designer is accessible to you if your security role type is administrator. The Administrator check box must be selected for the role in the Type of Role section on the Overview tab in Settings > Security > Roles. (To open Screen Designer, click in the bottom right corner of the Equipment hub form.)

To give a role access to specific hubs: On the Overview tab in Roles Security Settings, select the check boxes for the specific hubs under Hubs in the Access to Menu Items section.