Custom Tabs
Training! You can watch a training video on setting up custom tabs here.
By default, the site will come with tabs for Policies & Procedures, along with other tabs such as News or Blog, and - if enabled - Client Policies. In some cases, however, you may need to have tabs created for other purposes: for example, a tab for each department. You may also want to make sure only certain tabs are visible for certain users. This is why we provide the Enterprise Edition add-on.
With the Enterprise Edition, you can:
- add your own custom tabs
- rename default tabs
- reorder tabs
- change visibility of tabs based on user type
- delete custom tabs
Note: This feature can only be accessed by an administrator user (eg. the admin login).
To get to the Custom Tabs section, first go to the Configuration tab, and then select the Custom Tabs/Fields tile.
A list of Custom Tabs/Fields will display and allow you to configure your tabs, if any are currently set.