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Reference Panels Permission

Use the Reference Panels permission to specify the reference panels to display, and to specify which panel is the default panel. All users can display the Notes and Interactions panels. For more information, see Reference Panels.

Location

In the Navigation pane, click Applications > Liquid Latitude > Work Form > Reference Panels.

Scope

This permission is available for all scopes.

Policy

The policy allows your organization to specify the reference panels that are available in the lower section of the Work Form. Enable the permission for a scope and then specify the panels to display.

Default Panel: Default panel to display when an account is open in the Work Form.

Available Panels: If you select a reference panel, users can view it in the Work Form.

Select None: Clears all selected items in the list.

Select All: Selects all items in the list.

Tip: To select multiple sequential panels, press and hold the Shift key and then click the first and last sequential panel. To select multiple non-sequential panels, press and hold the Ctrl key and then click each individual panel.

Reference Panels Permission

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