User modules

User modules are shortcuts that you can add to the modules bar, which is located at the top of the ClientSpace workspace. The modules bar is configurable so you can add, remove, and reorder your preferences. When the width of the modules selected exceeds the amount of available space, any leftover modules overflow and are available from the View menu beside the module buttons.

When you select a module, such as Workspace, a search dashboard opens. For more details, see Search dashboards.

User modules are selectable modules that you can configure by adding modules that you use most often to the modules bar. The modules bar is located at the top of the workspace, providing quick access to your favorite modules.

To add modules to your user profile:

  1. On the modules bar, on the right side, click <username> > My Profile.
    The User Details form opens along with the Action Center panel on the right.

  2. In the Action Center, click Modules > Select Modules.

    The Select Modules dashboard opens.

  3. Review the modules in the Available Modules list and locate the module to add.

  4. To move the module to the Selected Modules list, complete the following drag and drop method:

    1. Place the mouse cursor over the module name in the Available Modules list.

    2. Press and hold down the left mouse button.

    3. Move the mouse toward the Selected Modules list while still holding down the left mouse button.

    4. Move the module up or down in the Selected Modules list. When you have moved the module to the desired location, let go of the mouse button.

  5. Click Ok.
    You are returned to the User Details screen. Your new module is listed in the Action Center, in the Modules group.
  6. Click Apply or Save.

To manage the order of the modules that display in the Modules bar:

  1. Review the current order of the modules that display in the Modules bar.

  2. The top to bottom module order in the Modules panel of the Action Center on the User Details dashboard determines the left to right module order in the Modules bar. Review the modules in the Modules panel and locate the module to move up or down in the list (for example, Workspaces).

  3. To move the module, complete the following drag and drop method:

    1. Place the mouse cursor over the module name.

    2. Press and hold down the left mouse button.

    3. Move the mouse up or down while still holding down the left mouse button.

    4. When you have moved the module to the desired location, let go of the mouse button.

  4. (Optional) Repeat step 3 for additional modules as necessary.

  5. Click Apply or Save.

    The modules in the modules bar update to reflect the changes.