How to: Add Department Links to the Role Center

Article
11/02/2015

Sometimes you may find a link on a Departments page that you want to add to your Role Center. The link can appear in one of the following menus:

The Home menu on the ribbon on your Role Center.
The Actions menu on the ribbon on your Role Center
The Reports menu on the ribbon on your Role Center

The following table describes the types of links in each category on the Departments pages, and where on your Role Center you can add them.

Category	Contains	Add link to
Lists	List pages	Home menu
Tasks	Task pages, batch jobs, worksheets, journals	Actions menu
Reports and Analysis	Reports, batch jobs, matrix windows	Reports menu
Documents	Documents such as invoices and reminders	Reports menu
History	Posted/finished documents, registers	Actions menu
Administration	Setup windows	Actions menu

To copy department links to your role center

Choose the Departments menu button and locate the link on a Departments page.

In the shortcut menu on the link choose one of the following (only one of these options will be available).

Select	To add the link to
Add to Navigation Pane	The Home menu on the ribbon on your Role Center.
Add to Actions on Role Center Ribbon	The Actions menu on the ribbon on your Role Center
Add to Reports on Role Center Ribbon	The Reports menu on the ribbon on your Role Center

Confirm the message that appears.

The new link now appears in the menu to which you added it. However, you may want to move the link to another position in the menu. For example, if you added a link to the navigation pane, it will appear on the Home menu, but you can move it to another menu in the navigation pane. For more information, see How to: Customize the Navigation Pane.

How to: Add Department Links to the Role Center

To copy department links to your role center

See Also

Tasks

Reference

Concepts

Additional resources