AX1320

Assigning startup ribbon tabs

You can assign one or more custom ribbon tabs to display automatically when a user logs into the system. Typically, these settings are defined at the role level rather than at the user level—either on the Everyone role to display for all users, or on your organization's defined roles.

Keep in mind that just because a ribbon tab is opened at startup does not necessarily mean it will display to the user. You can configure certain ribbon tab options that further control the display. For example, you can specify that a particular ribbon tab only displays if the user is an administrator, or if the current file is a plan file. These options make it easier to configure a ribbon tab for the Everyone role, yet still dynamically control the display so that only the users who need the ribbon tab can see it.

Users do not need to have file permissions to access the ribbon tabs that are designated to open on startup. Startup is the only time that ribbon tabs can be opened in the ribbon, so in general there is no reason to give end users file permissions to these files except for the small handful of users who need to create and edit the ribbon tabs.

Users inherit any ribbon tabs defined for roles that they are assigned to, in addition to their own assigned ribbon tabs. Ribbon tabs are opened in the following order:

  • Ribbon tabs defined for the Everyone role, in the order specified on the Everyone role
  • Ribbon tabs defined for roles (multiple roles sorted in alphabetical order), in the order specified for the role
  • Ribbon tabs defined for the user, in the order specified for the user

Custom ribbon tabs display before (to the left of) any Excel ribbon tabs. In the case of the Windows Client, custom ribbon tabs display before the Home tab.

If a single ribbon tab is listed multiple times, it is only opened once, the first time it is listed.

NOTE: By default, the Everyone role is configured to display two built-in ribbon tabs: Axiom and Axiom Designer. These ribbon tabs are not system-controlled; if desired you can change the security settings for these tabs, customize the tab contents, or remove the tabs entirely. For more information, see Built-in task panes and ribbon tabs.

To assign startup ribbon tabs to a user or role:

  1. On the Startup tab of the Security Management dialog, click the plus button at the top of the Ribbon Tabs box.

    The Shortcut Properties dialog opens.

  2. To specify the ribbon tab, click the ... button to the right of the Shortcut Target box. In the Choose Document dialog, select the desired ribbon tab from the Ribbon Tabs Library and then click OK.

  3. Once the ribbon tab has been selected, specify any of the following optional Shortcut Parameters:

    Item Description

    Axiom Tab Name

    Optional. Define an alternate tab name for the ribbon tab (by default, the tab name is the file name).

    Requires Admin

    Select this check box if the ribbon tab should only be visible if the user is an administrator.

    In general, this option is only used if you are assigning a ribbon tab for the Everyone role, but you want to limit the display to administrators.

    Requires Sheet Assistant

    Select this check box if the ribbon tab should only be visible if the user has Sheet Assistant permission to the current file.

    This option can be used to dynamically display a ribbon tab that contains tools appropriate for file designers. Keep in mind that the ribbon tab will dynamically show and hide as the user changes the current file (assuming the user only has Sheet Assistant permission to certain files).

    Visible for doc type

    Optional. Select a document type if the ribbon tab should only be visible when the current file is a certain type of file. You can specify Plan File, Template, or Report. By default, this option is set to All, which means the ribbon tab displays for all file types (assuming it is otherwise eligible to display).

    If you specify a document type, keep in mind that the ribbon tab will dynamically show and hide as the user switches between different documents. This may be confusing to the user if the ribbon tab is not very obviously designed for a particular document type.

  4. Click OK. The selected file displays in the Ribbon Tabs box.

You can repeat this process for as many custom ribbon tabs that you want to assign to the user or role.

Once one or more ribbon tabs have been assigned, you can modify the assignments as follows:

  • To adjust the order of multiple assigned ribbon tabs, select the ribbon tab that you want to move and then use the arrow buttons to move it up or down.
  • To delete an assigned ribbon tab, select the ribbon tab in the list and then click the Delete button.
  • To edit the shortcut parameters of an assigned ribbon tab, double-click the ribbon tab in the list to reopen the Shortcut Properties dialog.