Contexts

Contexts determine what commands a user will see in the ribbon. Essentially, a context has its own "version" of the ribbon that is separately customized according to the user's specific functions. For instance, you can specify a context for team members that has links to only project-related functions, or an admin-only context that contains administrative and system functions. A user can have multiple contexts, and can choose them from a drop-down menu at the top of the ribbon.

By default, the Governance Portal is equipped with 2 contexts:

Clients upgrading to v 4.2.1 and above will receive an additional context i.e. Audit along with the preceding system-defined contexts. Please note that clients upgrading to v4.2 of the Governance Portal from an older version will not receive the Audit context.

Note: The Offline Workbench option allows you to connect to the Project Workbench, the offline interface of the Project Portal. For more information, see Using the Project Workbench

In addition, you can create new contexts and customize them to tailor to specific users.

Notes:

  • Administrators can define the default context that the user will see upon logging in from the user management screen.
  • Users can also select their default contexts from their user account settings.
  • The ribbon elements (i.e. tabs, groups, and links) for all contexts can be modified in the Ribbon Management screen. For more information, see Ribbon Management.
  • Access and security for the individual link is controlled via pages and is not context specific. See Manage Pages for more information.

See Also

The Navigation Ribbon

Manage Contexts

Ribbon Management

Icon Library