You have to set Create and edit public navigators in the Properties window on the Navigators tab for this user.On this tab, you can define, for example whether users are able to create and edit their own navigators, or you can create default navigators for users.
The settings on this tab apply to all navigators: program navigators, link navigators and document template navigators.
If you select more than one user, you can then configure the settings for all these users simultaneously. For example, you can specify certain navigators for specific departments.
In public program navigators, you can define which of the user's e-mail accounts can be accessed.
If users cannot create and edit personal navigators, at least one program navigator, link navigator and an Autostart (public) document template navigator must exist as public navigators.
To define navigators on this tab, they must already exist as public navigators in the Desktop Client.
These users should be able to edit public navigators, because, for example, they are responsible for them.
You have to set Create and edit public navigators in the Properties window on the Navigators tab for this user.
Users with administrator rights need the Create and edit public navigators setting to edit public navigators.
If a public start navigator or additional navigator is renamed, you as administrator must newly assign this navigator in the user settings. To assign the start navigator and the additional navigator, the navigator's name is required. If the name has been changed, you will not be able to display the navigator using the previous name.
A link navigator in the Desktop client is edited in the dossier of the corresponding data record.
Only one single document template navigator can be saved as public navigator. One single default is therefore automatically available for the document template navigator for all users.
The entered default name of the document template navigator must be Autostart (public).
In a navigator with views for business units, users only view those views to which access rights for the corresponding data record types exist. Views are hidden if the required rights do not exist.
If a user account in a public navigator is saved with hidden views for data record types, these views will no longer exist in the navigator after saving.
Public navigators with business units should therefore only be changed with user accounts which have been granted full rights to the business unit data record types. This is automatically the case for those user accounts which have the Administrator option enabled. If navigators with business units are to be edited by other users, the corresponding access rights to these data records must be entered.
No business units are assigned to navigator folders. Folders are automatically hidden if all views of the folder are hidden.
In the Properties window, on the Navigators tab select Settings for all navigators for this user.
In this case, you can set program navigators as the default start navigator for users.
You can set default link navigators for data record types and users.
The Start navigator is the program navigator which is loaded when the user launches CAS genesisWorld.
A user can select a start navigator in the Desktop Client in Settings > Working environment.
An Additional navigator is a public navigator you can assign to each user in addition to personal navigators. Users cannot define an additional navigator.
Display dashboard when CAS genesisWorld is launched means that this view is displayed as the first view when opening the Desktop Client.
This list shows a link navigator for each data record type. This link navigator is used by users in all dossiers if the users are not allowed to edit navigators or create their own link navigators.
Click Change to open the Select navigator window. This window lists all the link navigators that a user with administrator rights has saved as public link navigators.
Default creates a public link navigator as default if you click on the button.
If available, the last saved public link navigator is set as Default.
If no public link navigator exists, the Autostart (public) link navigator is set.
If you do not have the necessary rights to public navigators, the available link navigators were created by colleagues.
All default values for link navigators are displayed for users in Settings > Working environment. Users can change these settings if the administrator has set the corresponding rights.