The Agency Setup > Reference tab includes configuration settings for the Reference page you access from the Links sidebar on your homepage.
By configuring the options on the Agency Setup > Reference tab, you can choose whether to display your configured Resources, Case Services, Sites, and Agency Links.
Tip
To deny access to the Reference page for specific Workers, you can enable the Deny Access to Reference page Security Class Setting for the Workers’ Security Class.
Reference Settings
Setting | Description |
Show resources | An option to show the list of configured Resources on the Reference page. |
Show services | An option to show the list of configured Case Services on the Reference page. |
Show sites | An option to show the list of configured Sites on the Reference page. |
Agency Links Setup | The Agency Links Setup section is where you configure links to websites that you want to include on the Reference page. You can include as many links as you wish and customize the Display Name of the links. |
Enable Components of the Reference page
1. Navigate to System Setup > Agency > Reference tab.
2. Click Edit.
3. To display Resources, Services, and/or Sites on your Reference page, click the checkbox next to each desired option.
4. Click Save.
Add a Website to your Agency Links list
1. Navigate to System Setup > Agency > Reference tab.
2. In the Agency Links Setup section, click Add.
3. In the Display Name field, type the text you want to appear for the link.
4. In the Address (URL) field, type the website address (including http:// or https://).
5. Click Save.