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For new users, I would like to find out how do you change...
1. The role Name? By default everyone is Business Manager, but I want to change to Account Manager?
Please advise how do I do that?
2. Some users access certain pages more often the the others, please advise how do I add pages to the left side of the menu?
3. I notice that when I created a role. There is almost nothing in the Activities Panel. Please advise how can I add and configure them?
4. On the right hand side, I see some panels over here. How do I set this up and utilize them?
You can define profile ID in user personalization (Departments/Administration/Application Setup/RoleTailored Client/User Personalization). It is straight forward function. This may answer your first question.
for the second question you have facility to customize navigation pane.
May I know how do you go to Facility?
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