How to register a Tool in Advantage CSP
- Go to Advantage Tools > Data Sections > Tools
- Click Add or Edit
- Fill out all the fields
-
Active = yes
Name of the tools
Actions = all selected
Object Name = namespace + business object name from here
List Tool = Location in you Files
Detail Tool = Location in your Files
Menu Path = If you have more then one tool in same category
- Select the domain(s) where you want this to show
-
Click Save
Set up Roles
- Go to User Manager > Roles
- Click to Edit a Role - usually this is called 'Administrator' but you may have called it something else during setup
- This page will show the roles for your Tools and other data sections. You can see what domains this User is active for
- Find the Tool you created and check all the boxes to make it active for this user.
The Tool should be available in your left navigation now.
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