Setting up Launchpads

Launchpads are an optional component of the Certinia applications. If you want to offer your users an alternative, process-led method of navigation, you must install the Accounting Reporting Expansion Pack first.

See Administrator Setup (First Install) for information on how to do this.

Once you have installed and deployed the Accounting Reporting Expansion Pack, complete the following tasks to enable this feature:

  • Make sure that the relevant Launchpad tabs are visible on the All Tabs page. If they are missing, enable access to the relevant tabs on all relevant user profiles. For example, for a sales invoice clerk, set the Billing Launchpad to Default On. From Setup, click Manage Users | Profiles.
  • Consider making a Launchpad tab the default landing tab for the Accounting or Billing apps. From Setup, click Create | Apps.
  • Make sure that all Certinia Launchpad Visualforce pages are enabled on all relevant user profiles.