Configure Roles
Allows users to customize the Setup Task list. This can be useful to help guide newer users to the important steps that need to be reviewed and updated each planning cycle.
To create a new Role click on the ‘Cog’ button. Use dropdown menu to swap between Roles.
Several options are available for configuring Role layouts.
Option Name | Purpose |
|---|---|
Name | Name of the step being edited. |
Disabled | Locks step from being altered. |
ForeColor | Changes text color. |
Bold | Changes test to bold. |
Italics | Changes test to italics. |
Note: Steps can only be Locked for editing. They cannot be removed from the list.