*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
You can customize the layout of the menu items placed in the Global-Menu (the black menu bar at the top of the screen).
Because the changes apply only to the currently logged-in user, you can freely tailor the menu to suit your role and daily operations.
Notes:
- The layout settings are stored in your browser cache, so they will be reset if you clear the cache.
- Also, the settings will not be reflected on other devices or in other browsers. If needed, you must configure them individually.
How to Customize the Menu
Click your user name shown in the upper-right of the screen, and select "Menu Customization" to switch to Global-Menu edit mode.
You can drag and drop menu items to place them anywhere you like.
You can also hide items from the Global-Menu by placing them under "Other".
(In the following image, the user is about to move "Sales".)
Also, click the [pencil icon that draws a line] to the right of "Other" so that it lights up, and then click between menu items to add a separator line. You can also remove a separator line by clicking the line.
When you have finished arranging the layout, click "Save" to apply the changes.
The following image shows an example where "Sales", "Opportunity", and "Document" are placed under "Other".
A round blue silhouette [▶] button will appear on the rightmost menu in the Global-Menu. Click it to access the menus placed under "Other".
If you have menus that you do not usually use, you can hide them or change
the
order by menu customization for each browser.
* If there are multiple browsers used on the same PC, please make settings
for
each browser.
* Please note that clearing the browser cache will initialize the settings.
To customize the menu, click the user name displayed in the upper right of PORTERS screen and click "Edit main menu"
Since the global menu can now be moved by drag and drop, drag the unnecessary
menus and drop them into 'Other'.
When all the settings are done, please be sure to click 'Save'.
The Activity and Report menus will appear inside 'Others' as shown below. The menus are just hidden and therefore once you click on them, you can use then as usual.