Using the Navigation Bar
The following options are available throughout the Management Center. Your specific location will be indicated by a white triangle beneath the option.
The following options are available on the navigation bar:
|
Option |
Description |
|---|---|
|
Dashboard |
Select this option to view your personal page. For more information, refer to Using the Management Center Dashboard. |
|
Projects |
Select this option to view a list of all projects to which you have access. For more information, refer to Working with Projects. |
|
Glossary |
Select this option to view the glossary. For more information, refer to Working with the Glossary. |
|
Publish |
Select this option to view a list of all documents in your publishing queue. For more information, refer to Viewing The Publish Queue And History. For more information, refer to Publishing Content For Display On The Website . |
|
Reports |
Select this option to generate document tracking and custom reports. For more information, refer to Using Reports. |
|
Support |
Select this option to view help documents available for uPerform, request online support and view version details, enabled browser extensions and third-party information on the Server. For more information, refer to Getting Help On The Management Center. |
|
Search |
Use this text box to search for information within the Management Center. For more information, refer to Using Search In The Management Center. |
|
Administration |
Click Select this option to maintain system configuration settings, configure publishing and glossary settings, customize the website, and maintain users, roles, and groups. For more information on system configuration settings and website maintenance, refer to the companion manual Administration. For more information on Glossary settings, refer to Managing Glossary Settings. For more information on Server publishing, refer to Publishing Configuration. For more information on users and groups, refer to Managing Users, Roles, and Groups. |
Using the Action Button Menu
The action button available on the title/action bar will vary based upon your location in the system and your system access. The action button is located on the right of the title/action bar and includes a drop-down menu. To collapse or expand the drop-down menu, click the arrow icon to the right of the action button. The drop-down menu is divided into two sections: actions and inform.
The following options are available on the action menu:
|
Option |
Description |
|---|---|
|
Action entries |
Available actions will vary based on your current area and system access. Examples of action entries include: Assign Website Context and Edit Properties. |
|
Add To My Favorites |
Select this inform option to bookmark content, discussions and folders. These items are displayed in the My Favorites section on your Dashboard. |
|
Add Me to Discussion/Remove Me from Discussion |
Select this inform option to participate in author discussions. For more information, refer to Using Subscriptions Within A Discussion. |
|
Subscribe/Unsubscribe |
Select this inform option to receive or stop alerts regarding changes to the current content, folder, or discussion. Your alerts are displayed in the My Alerts section on your Dashboard. For more information, refer to Subscribing to Content. |
|
Edit Subscription |
Select this inform option to specify preferences for receiving subscription notifications. For more information, refer to Editing and Stopping a Subscription. |
|
Tell Others |
Select this inform option to send specified users a link to the current content, folder, or discussion. For more information, refer to Using the Tell Others Feature. |