Configuration Tool System Settings

The Configuration tool 'System settings' tab allows admin users to select default contexts for new users and to configure quick links for fast access to other related systems.

To configure system settings, click the 'System settings' tab in the Configuration tool. On this tab, the admin user will be able to configure the default context and quick links.

Setting the Default Context

The default context is the context the Instrument UI will be set to by default for all users. To set the default context for new users, follow the instructions listed below.

  1. Click 'Main settings' in the navigation panel (you may have to expand the 'System settings' node to see it) and select the dropdown option next to 'Default context'

  1. Select the desired context.

Once a context has been selected and changes have been saved, the selected default context will be the applied context for new users. Users can still select another context other than the default context. If a user selects a different context from the preset option, it will override the default context.

Note: Click 'Save' in the upper right corner to keep all adjusted settings.

Configuring Quick Links

Quick links are user-configurable links to websites accessible via the quick links button in the utilities section. To configure one or more quick links, follow the instructions listed below.

  1. Click the 'General Settings' tab.

  2. Select the 'Quick links' option from the navigation menu on the left side of the configuration tool.

  3. Click the 'Add' button in the upper right-hand corner of the screen.

    Or, if no other links are configured, click the blue '+ Add new link' button.'

  1. A window displays with two fields: 'Link name' and 'URL.'

    • For 'Link name,' add the name of the website or system to which the URL will direct the user. The text added will display in the quick links dropdown.

    • For 'URL,' add the URL for the desired website or system.

The configured link's settings now display in the right-hand side of the configuration tool.

Configuring the Link Settings

The Link configuration page has two sections that allow for additional configuration to finalize the quick link.

Basic Information

In this section,  the configured link name and URL display. These values can be edited as needed from the values provided when the link was first created.

Conditions for Display

In this section, there is the 'User groups' field. If you want to restrict which user groups are able to access this specific quick link, you can do so by configuring this picker.

  1. Open the item picker by either a) clicking on the icon inside the field, or b) clicking inside the field and then clicking the 'Open item picker' button.

    For more information on the item picker, refer to the Item Picker topic.

  2. Inside the item picker, select all user groups that should have access to the link when working in Instrument.

    If no restrictions should be placed on who can access the configured quick link, leave this field blank.

For more information on context and quick links, refer to the Utilities topic.