Welcome <  Layouts Overview < Manage Layouts

Manage Layouts

The Manage Layouts option of the Layouts menu opens a window that allows the user to add, copy, delete and edit the name of the Layouts. Once a layout is created, the user can share the Layout with another user by setting the Layout to public.  The Layout can also be locked which will keep users from changing the layout. A User can be prevented from changing these settings using the Privileges tab of the Role the user belongs to or by using the Rights Overview tab of the User Account.  See the section Lock Down User Layouts in this topic.

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Manage Layouts Toolbar

Manage Layouts Details

Not Authorized to Use

Manage Layouts Step-by-Step Topics

Add a Layout

Copy a Layout

Lock Down User Layouts

Delete a Layout

 

Manage Layouts Toolbar

Add Layout - Use the Add Layout button to create a new Layout.

Copy Layout - Use the Copy Layout button to create a duplicate of the selected layout.

Remove Layout – Use the Remove Layout button to delete a selected layout. 

Save – Use the Save button to save the layout.

 

Manage Layouts Details

There are four columns used in the Manage Layouts window to help the user with the editing of a created layout.

Name - The Name column displays the name of the layout. The user can double click the name of the layout to edit it.

Public - The Public column displays a check box next to each layout, which allows the user to share the layout with all users in Zetta.

Locked - The Locked column allows the user to lock the layout so it cannot be changed.

Windows - The windows column displays a list of the windows that are saved to the layout. This can only be changed by loading the layout, then opening or closing modules and then Saving the Layout.

 

Not Authorized to Use

If a Layout is opened and the user has limited rights, the user will see the words Not Authorized to use in red. Check the Users Rights to verify the user is not limited on what they can see and do.

 

Manage Layouts Step-by-Step Topics

This section includes step-by-step information on managing layouts from the Manage Layouts window of Zetta.

In this section: show/hideshow/hide

Add a Layout

Copy a Layout

Lock Down User Layouts

Delete a Layout

 

Add a Layout

To add a layout from the Manage Layouts window, follow these steps:

  1. Click Manage Layouts from the Layouts menu
  2. Click the Add Layout button
  3. Double-click the New Layout Name
  4. Type in a Name for the new Layout
  5. Select Public if this is to be a shared layout.
  6. Click Save to save the changes
  7. Close the Manage Layouts window.
  8. Open the modules to add to the layout from the Modules menu.
  9. Click the Save Layout menu option from the Layouts menu.

 

Copy a Layout

To copy a layout from the Manage Layouts window, follow these steps:

  1. Click Manage Layouts from the Layouts menu
  2. Select the layout to be copied.
  3. Click the Copy Layout button
  4. Double-click the name of the copy
  5. Type in a Name for the new Layout
  6. Select Public if this is to be a shared layout.
  7. Click Save to save the changes.
  8. Close the Manage Layouts window.
  9. Open the modules to add to the layout from the Modules menu.
  10. Click the Save Layout menu option from the Layouts menu.

 

Lock Down User Layouts

Some administrators see the need to lock down a Layout for specific users, so they have the same layout every time they login to Zetta. See the Working with Security section of this guide for more information on Security in Zetta.

To lock down layouts for specific users, follow these steps:

  1. Login as Supervisor or a user with ALL rights.
  2. Add or Copy a Layout
  3. Click Manage Layouts from the Layouts menu
  4. Select Public for the desired layout if it is not already selected.
  5. Select Locked for the desired layout.
  6. Click Save to save the changes.
  7. Logout
  8. Login as the User, see Accounts for more information on creating Users
  9. The Default Layout is always available for the user. Open desired Modules for the users default layout.
  10. Using the Layout menu, click Save Layout.
  11. Click Manage Layouts from the Layouts menu
  12. Change the name of the Default Layout if desired by double-clicking the name.
  13. Select Locked for the Default layout.
  14. From the Layouts menu select the layout the user is to see at login from the Layouts menu option.
  15. Logout
  16. Repeat from step 8 for each user using the newly created layout.
  17. Login as Supervisor or a user with ALL rights.
  18. From the Configuration menu, select Accounts if limiting the rights of one user or Roles to limit a group of users in a Role.
  19. Select the users account or role to lock down.
  20. Click the Rights Overview for the Account or the Privileges tab for the Role
  21. If locking a specific user using the account rights, select a Station to apply the change.
  22. Select Admin Rights from the Filter column
  23. Deselect the box by the Edit Layouts Action to remove Access, in the Rights Overview for the Account, the Has Access should have a red X for the action.
  24. Repeat the removal of the Edit Layouts action for each station.

    Important Note!

    If the user has the right to Edit Layouts on any station this right will not be disabled. If the Edit Layouts action is removed from a Role this right will not be available for any station.  

    See Station Groups and Roles topics for more information on limiting a user from accessing stations.

  25. Click Save to save the changes.
  26. Login as the user to note the change. The user logs in with the last layout selected and the user can only switch between the default layout and any public layouts.

    Important Note!

    If the user has the right to open a module they will be able to open that module as many times as they would like, however they will not be able to save any changes to the layout.

 

Delete a Layout

To delete layouts from the Layouts section of the Layout menu, follow these steps:

  1. Click Manage Layouts from the Layout menu
  2. Select the Layout to delete. The layout to be deleted, cannot be the active layout.
  3. Click the Delete button from the toolbar to remove the selected layout.

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