Introduction¶

This article provides instructions for admin users on how to create company shortcuts for all Acquia Optimize users on your account.

Instructions¶

Acquia Optimize provides the following methods to create company shortcuts:

• Create company shortcuts from the Shortcuts menu
• Create company shortcuts from the Admin Settings menu

Create company shortcuts from the Shortcuts menu¶

Follow these steps to create a company shortcut from the Shortcuts menu:

1. Click Shortcuts (grid icon) on the top menu bar.

   

   The system displays the Shortcuts menu with the following sections:

   • Company Shortcuts: A list of all existing company-wide shortcuts.
   • Personal Shortcuts: A list of all existing personal shortcuts.

   Click the intended shortcut to navigate to it.

2. Do one of the following:

   • If you do not have an existing company shortcut, click No shortcut - click to create one in the Company Shortcuts section.
   • If you have an existing company shortcut, click Create Shortcut at the bottom of the Shortcuts menu.

   The system displays the Shortcut pane.

   
3. In the Shortcut details section, do the following:
   1. In the Name field, enter a name for the shortcut.
   2. In the URL field, enter the URL for the shortcut.
   3. In the Show on Dashboard field, do one of the following:
      • Move the slider to the right to show the shortcut on the dashboard.
      • Move the slider to the left to hide the shortcut on the dashboard.
   4. In the Open the Browser in field, select one of the following options:
      • New Tab
      • Same Tab
   5. In the Icon Type field, select one of the following options:
      • Icon
      • URL

   6. In the Icon field, select an icon for the shortcut.

      The following are the available options for the icon:

      • Document: Icon of a paper
      • Profile: Icon of a human bust
      • Search Engine: Icon of a magnifying glass
      • Link: Icon of a paper clip
      • Chart: Icon of a line chart
      • Home: Icon of a house
   7. In the Personal link field, move the slider to the right to turn ON personal shortcuts.

Create company shortcuts from the Admin Settings menu¶

Follow these steps to create a company shortcut from the Admin Settings menu:

1. Click Admin Settings (gear icon) on the top menu bar.

   

   The system displays the Domain Settings page.

2. Click Shortcuts on the left menu bar.

   

   The system displays the Shortcuts page.

3. Click +Add New Shortcut on the top right of the page.

   

   The system displays the Shortcut page.

   
4. In the Shortcut details section, provide the details in the fields as explained in Step 3 of the Create company shortcuts from the Shortcuts menu method.