Personalize: Create Groups

You can create any number of groups to support how you do your work.

  1. From the Options menu in the upper right, choose the link “Personalize Home Page.”
  2. Scroll to the place to create a new group, and click “+ Add Group.”
  3. Name the group in a meaningful way.
  4. Choose enter.
  5. To add links to a group, choose the large plus sign.
  6. The “App Finder” opens a catalog that contains all of the links available based on security roles. Find the desired link/tile, and select the plus sign beneath it. Confirmation messages will appear. Tip: do not click the link or tile itself since that will actually launch the application, and possible end your personalization session.
  7. "Delete" will remove this group if needed.
  8. When done, click the “Home” icon in the upper left.
  9. Exit the edit mode by choosing “Exit Personalization Mode” in the Options menu.

Watch the video instead. (1 minute, 16 seconds)