Navigating the Power User Interface
Users accessing the system through the Power User Interface are taken to the admin view of Agiloft. The default Power User Interface can be modified by adding different tables to the left pane or charts to the dashboard.
Depending on the login page you use, access the Power User Interface by selecting Power User from the Interface drop-down menu, or simply enter a power user's login credentials.
While navigating the interface, follow a couple of best practices for the best experience:
- You can use your browser's Back button, but avoid using the Forward button. The Back button works in almost all instances, but the Forward button often causes browser errors.
- Enable pop-ups on your browser. Wizards, records, and other elements function as pop-ups, so you need to enable them for Agiloft to work properly.
If you would like to switch to the updated Agiloft GUI that was released in March 2021 with Release 22, follow the steps below.
Top Nav Bar
Instead of using a left pane for table navigation, you can use a navigation bar found on the top of the screen. Setup for the top nav bar is very similar to the left pane, so you can convert your left pane configuration directly to the top nav bar.
When you upgrade, none of the new UI changes are applied automatically. Instead, you can manage the rollout of the UI changes by switching individual teams to the new top nav bar. The navigation menu position also controls whether the other UI changes are visible.
In release 22, you must also set "Use New GUI" to Yes in order to see the new UI. Starting in release 23, this setting is removed, and the new UI is controlled entirely by the navigation menu setting.
- Click the Setup gear in the top-right corner and go to Look and Feel > Navigation Menu Setup.
- Edit a navigation menu. For ease of testing, you might start by editing the navigation menu assigned to yourself.
- At the bottom of the General tab, set Navigation Menu Location to Top.
- Go to the Apply tab and apply the changes to your team.
The system interprets your old settings according to these rules:
- Any items that aren't inside a top-level grouping are shown together in a new default module titled General, which usually includes items like Chart Collections, My Assigned, and Messaging. This is the first module that opens when you log in.
- Top-level groupings are used as modules. For example, if the first grouping in your navigation menu is People and Companies, the first module in the nav bar list is People and Companies, which contains all the same tables and items that showed when you expanded the People and Companies grouping in the left pane.
- Lower level groupings are shown as items on the nav bar. For example, if you have a System grouping with an Import grouping underneath it, the System module shows an item called Import that can be expanded to show its contents.
Overriding Personalized Navigation Menus
When you update a navigation menu to the top nav bar, the "Push to users" setting on the Apply tab determines whether the change is applied users with personalized navigation menus.
- To unilaterally apply the updated configuration to all the users in the selected team, choose "Force changes upon users." This brings all affected users back into alignment with the team's default navigation menu. However, it also overrides any customizations users might have made to their navigation menus.
- To prompt users to update their menus, without removing existing customizations, you can choose "Notify users about optional change." However, if you do this, you need to communicate the plan to users so they know to go update their menu to the top nav bar. To do so, they will need to go to User Menu > Preferences > Navigation Menu Setup and click the option to update their navigation menu position. This updates their navigation menu to the same position as their team's menu, without affecting their customized modules. Users will also see a red notification badge that directs them to the Preferences menu.
- If you want to migrate users to the new top nav bar, you should not select "Do not push changes to users."
The following Help articles provide an overview of the available features in the Power User Interface.