Customize the shortcuts bar

The shortcut module provides a toolbar that can be assigned to users and have links added to it. This is useful for creating links to commonly used actions or web pages within your site. Only site owners and site managers will have access to Shortcuts in the Site management menu. You can add shortcuts to the "default" shortcut bar on your site (users will only see the shortcuts that they have access to). 

Add links to the default Shortcut bar 

  1. From the administration bar, select Workbench, and then select My Dashboard. 

    Screenshot of Site Management menu
  2. Select Shortcuts from the Site management menu.                                                                                

  3. Select List links for the default shortcut bar. 

    Screenshot of list links
  4. Select Add shortcut. 

  5. Enter a Name for the shortcut. 

  6. Enter the Path the shortcut links to. 

  7. Select Save. 

Rearrange items in the shortcuts bar

  1. From the administration bar, select Workbench, and then select My Dashboard. 

  2. Select Shortcuts from the Site management menu. 

  3. Select List links for the default shortcut bar. 

  4. Drag items to the desired order using the cross-arrows. 

  5. Select Save. 

Create a new Shortcut bar 

Site Managers can create a custom shortcut bar that can be assigned to users.  

  1. From the administration bar, select Workbench, and then select My Dashboard. 

  2. Select Shortcuts from the Site management menu. 

  3. Select Add shortcut set. 

  4. Enter Set name. 

  5. Select + Add shortcut. 

  6. Enter a Name. 

  7. Enter the name of the page into the Path field, then select the page. 

  8. Select Save. 

Note: Your new shortcut set will be a copy of whatever you have in the default shortcut bar. You can then add and remove items to this new shortcut bar. 

Tip: Create a custom shortcut that takes a content maintainer directly into the layout tab of a page they frequently need to update. 

Assign a new shortcut bar to a user 

  1. From the administration bar, select Workbench. 

  2. Select People. 

  3. Select a user. 

  4. Select the Shortcuts tab. 

  5. Select a set from Choose a set of shortcuts for this user. 

    • Note: If you chose New set, it will contain the same links from the Default shortcut set. Enter the Label. 

  6. Select Change set.

 

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