Making a User Perspective Global

A user-specific perspective is only available to the Streamline user who created it. Global perspectives are available to all Streamline users. If you are a Streamline administrator, you can make a user-specific perspective global.

To make a perspective global

1.     Login into Streamline as an administrator.

Only administrators can make a perspective available to all users.

2.     On the main toolbar, use the Main_Toolbar_-_Perspectives00021.jpg Perspectives icon to select Manage Perspectives from the list.

The Configuration window opens, showing the Perspectives tab.

3.     In the Perspectives list, select the user-specific perspective to make available to all users.

Perspectives that do not have a check mark in the Global column of the Perspectives list are user-specific and only available to the users that created them. A check mark in the Global column of the Perspectives list indicates that a perspective is global and available to all users.

4.     Click Set as Global. This option is only available to Streamline administrators.

A check mark displays in the Global column of the selected perspective, which indicates that all users now have access the perspective from the Main_Toolbar_-_Perspectives00024.jpg Perspectives icon.

5.     In the bottom toolbar, click OK.

The Configuration window closes.

To make a global perspective user-specific

1.     As an administrator, use the Main_Toolbar_-_Perspectives00027.jpg Perspectives icon to select Manage Perspectives from the list.

The Configuration window opens, showing the Perspectives tab.

2.     In the Perspectives list, select the global perspective to make user-specific.

A check mark in the Global column of the Perspectives list indicates that a perspective is global and available to all users. Perspectives that do not have a check mark are user-specific.

3.     Click Set as User. This option is only available to Streamline administrators.

Streamline removes the check mark from the Global column of the selected perspective, which indicates that only the user who created the perspective can use it.

4.     In the bottom toolbar, click OK.

The Configuration window closes.

 
 
 

Table of Contents

Index

Glossary

-Search-

Back