Configuring Add-Ons

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Level 10 administrator privileges are required to edit account settings.

  1. Navigate to Setup > Account > Add-Ons.
  2. Click on the New button under Add-Ons.
  3. Enter a user-friendly name (such as "This Is a Page" as opposed to "this-is-a-page") which will display in the Add-Ons tab.
  4. Enter the URL to page that should be displayed within the frame.
  5. To make the add-on available to administrators only, select the check box next to Admin Only.
  6. To open the application in a new window, select the check box next to Open in New Window.
  7. Repeat the steps for any additional links to be created. The add-ons are saved when the Account settings are saved, and the tab is shown upon refreshing. Any links that are available to administrators only will appear bold to the administrator and are hidden from all other users.New Add-on

Deleting Add-Ons

  1. Navigate to Setup > Account > Add-Ons
  2. Click the Delete link for the add-on no longer desired.

Reordering Add-Ons

  1. Navigate to Setup > Account > Add-Ons
  2. Reorder the add-ons by dragging and dropping the boxes under Add-Ons to the desired order.