Favouriting a Work area in ISMS.online gives you quick access to the areas you use most.
- Favourited Work areas appear in your Favourites list on the homepage.
- You can also access them from the Favourites drop-down menu.
How to Favourite a Work Area
Most Work areas can be favourited directly from the ISMS.online homepage:
- Click Add Favourite.
- Enter the name of the Work area in the Type to search… field.
- Select the correct Work area.
- Click Add Favourite.
The Work area will now appear in your Favourites list.
To remove a Favourite: Hover over it in your list and select Remove.
How to Favourite a Tool Within a Project
Standalone Tools cannot currently be favourited, but you can favourite Tools that sit within a Project:
- Navigate to the Project containing the Tool.
- Select the Tools tab to view all Tools in the Project.
- Identify the Tool you want to favourite and click the blue star icon.
Adding Favourites for Another User
Note: You must be a Platform Administrator to complete these actions. You can also set Favourites when creating a new user.
- Click your name/image in the navigation bar and select Organisation settings.
- Open the Registered users tab.
- Select the user you want to update.
- Go to the Preferences tab.
- Under Add [user’s name] to some work areas to give them a head start:
- Choose the type of Work area (e.g. Projects).
- Tick Favourite on Home for each Work area you’d like to add.
- Click Save.