Purpose:  Explore My Toolbar functionality as it extends to using one of the available templates or creating and sharing your own. Add your most commonly used pages in Kizen to the top toolbar in your account so that you can easily access them. In this article, we explore how to create your own tool bar and share with other team members as well as view Toolbar Templates created by other team members and request access. In addition, we investigate how to use a Toolbar Template created by another team member in Kizen.

Product Overview

The My Toolbar functionality allows you to create your own custom toolbar or use one of the available templates. Add your most commonly used pages in Kizen to the top toolbar in your account so that you can easily access them. In this article, we explore how to create your own tool bar and share with other team members in Kizen, View Toolbar Templates created by other team members and Request Access. We also explore how to use a Toolbar Template created by another team member in Kizen.

Key Features

Create and Share a Toolbar Template

This feature allows you to create and share a toolbar template. You can navigate here or follow the steps below: 

1. Click on your initials or profile avatar in the top right corner

2. Choose My Profile from the drop-down list

3. Click on My Toolbar

4. Navigate to Your Toolbar to customize it. See the article on how to edit the toolbar here 

5. Click Save New Template to save your toolbar settings as a new template

6. Input your Template Name

7. Set Sharing Settings:

    7.1 for All Team Members

    7.2 by Specific Role 

    7.3 by Specific Team Member

8. Click Save

View Toolbar Templates and Request Access

This feature allows you to view toolbar templates and request access. You can navigate here or follow the steps below: 

1. Click on your initials or profile avatar in the top right corner

2. Choose My Profile from the drop-down list

3. Click on My Toolbar

4. Click on Toolbar Templates

5. Click on "..." icon under Actions column

6. Select Request Access option

Use a Toolbar Template

This feature allows you to use an existing toolbar template. You can navigate here or follow the steps below: 

1. Click on your initials or profile avatar in the top right corner

2. Choose My Profile from the drop-down list

3. Click on My Toolbar

4. Click on Choose Template button

5. Select a template from the dropdown menu

Attention:  You can select the Default Template at any time to restore default toolbar settings

6. Click Apply

Using Product

Utilizing Toolbar Templates allows you to place your most commonly used pages in the top toolbar in your account so that you can easily access them. Toolbar templates allow you to: 

1. Create your own toolbar and share with other team members

2. View Toolbar Templates created by other team members

3. Request Access to Toolbar Templates created by other team members 

4. Use a Toolbar Template created by another team member

Summary: Kizen gives you the ability to customize your Toolbar and allows you to create your own toolbar templates which can be viewed, used and shared with other team members

Other Related Articles

• How to View and Customize My Toolbar