What are Floating Panels?
Floating panels are customizable panels in FreeAgent that can be added to the user interface. They allow users to have quick access to important information or tools while navigating different sections of FreeAgent. Floating panels can be set to be visible or hidden upon login, and their access can be granted to specific roles or to all users in the organization. Multiple floating panels can be open at once.
User Permissions: You must be an Admin in FreeAgent to access Admin Settings and Floating Panels.
In this article, we will cover the following topics:
Navigate to Floating Panels
Go to Settings > Advanced > Floating Panels.
Create a new Floating Panel
Click on 'add floating panel' in the top right corner of the screen.
Make sure you fill out the following fields:
Choose a name that describes what the panel is for.
This is optional.
3. Width and Height
The panel dimensions are measured in pixels.
4. Always Visible
- Yes: If set to yes this panel will show up minimized automatically when you log in to FreeAgent.
- No: The panel will not be visible when you first log in to FreeAgent.
Decide which roles will have access to the panel. You can also select 'all users' if you'd like everyone in your organization to have access.
Note: You can have multiple floating panels open at once. They'll stay available as you navigate to different sections of FreeAgent.