Tab Settings

Tab Settings

Introduction

Tabs represent the different modules that are offered in the Zoho Workerly. There are 18 modules, each representing a set of functions. You can customize the Zoho Workerly user interface according to your organization-wide business process. These tab settings are organization specific and so only Users with Administrator privileges can do the customization.

Organize Tabs

The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using Zoho Workerly might not require the Contacts, so these modules can be hidden. You can also change the order of the modules by moving them up or down on the list.
Availability
Profile Permission Required: Users with the Administrator profile can access this feature.
To organize tabs
  1. Go to Setup > Customization > Modules.
  2. In the List of Modules page, click on Organize Modules.
  3. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  4. Click on Save.
Note:
  1. The Home tab cannot be hidden.
  2. Irrespective of the profiles, hidden modules are not displayed to any user.

Rename Tabs

Zoho Workerly provides an option to rename tab names according to the industry-specific terminologies. For example, the “Temps” tab can be renamed to “Candidates” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.
Availability
Profile Permission Required: Users with the Administrator profile can access this feature.
The table below displays the industry specific tab names comparing them to the standard Zoho Workerly tabs:
Zoho WorkerlyAd AgencyIT FirmSchool
TempsLeadsLeadsCandidates
ClientsClientsAccountsParents
ContactsAdvertisersContacts-
JobsMedia TypeServicesCourses
To rename tabs
  1. Go to Setup > Customization > Modules.
  2. Move the mouse pointer to the module that you want to rename.
  3. Click on the More icon, and then click Rename.
  4. Enter the singular and plural forms of the module's name in the respective text boxes.
  5. Select the profile(s). Users in the selected profiles will have access to the module.
  6. Click Save.
Note:
  1. New tab names will not be reflected on the Reports module. Standard names are always displayed.
  2. All the fields' names will also change according to the new name.
  3. If you change a tab name to plural form with the suffix "-ies", the singular form will be suffixed with "y". For example, if you change "Jobs" to "Opportunities", in all the places the singular form of jobs, "Job" is changed to "Opportunity".
  4. While changing the tab name you can add singular and plural names for the tab, eg: Temps vs. Temp.

Group Tabs

The different departments in your organization may use different modules (tabs) in Zoho Workerly. Tab groups let you organize the tabs available in your Zoho Workerly account.

For instance, the educational group may use only the Temps, Jobs, Reports tabs. So you can create a Tab group and provide accessibility only to the educational profile. Please note that the users will be able to access the tabs in a Tab Group based on the Module-level Permissions in their profile.
Availability
Profile Permission Required: Users with the Administrator profile can create tab groups.
To create tab groups
  1. Click the menu option next to the home button.
  2. In the drop down list, click Create .
  3. In the Create Tab Group page, do the following:
    1. Enter a Group Name.
    2. Select the tabs from the List.
    3. Specify users with which profile permissions will be able to access this group from the list.
  4. Click Save.
Note:
  1. Paid users can create a maximum of 25 tab groups with any number of tabs in each group.
  2. For a given profile, only the tabs in the tab group will be accessible. The users will be able to access the tabs in a group based on the Module-level Permissions in their profile.

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