Add-On: Custom Role Based UI

Configuring default Circularo user interface (UI) based on particular type of user profile (user group). Custom UI means disabling or enabling certain menu actions and options, changing the main landing page after login etc. so the whole user experience can be tailored to the particular role of the user.

Included

Changing the main landing page after login
Changes to the navigation menu structure
Custom document categories (tabs)
Custom column structure for each document category
Adding/Removing of certain document actions

Customizable Element	Description
Columns Structure	The following system columns can not be changed: Document name Action button Custom columns can be added based on: System or Document Fields Custom metadata
After login state	Can be changed to be, for example, an Inbox instead of the default Dashboard
Navigation menu structure	Some tabs can be taken away, renamed or added
Document Tabs	Can be added or removed and configured based on different document statuses

Custom2(1).jpg — Example of customized elements

Not included

Changes to the default homepage (see ‘Custom Homepage’ add-on)
Changes to the default Circularo UI branding (see ‘Custom Branding and Styling’ add-on)
Custom dashboards (see ‘Custom Dashboard’ add-on)

Custom Role-Based UI.png — Example of elements not included in the add-on

Required from your side

Information:
- User group of the UI
- General use case of the UI for the user group
- (Optionally) Visual layout