User Customization

Owned by Sal Hamerman
Last updated: Jun 10, 2021 by Minjie ChenVersion comment
3 min read

This page cover the following topics:

You may configure font size, toolbar/menu display, and dashboard to suit your tasks and preferences.

Navigational Icons

Alma allows users some limited customization of displays. The three-dot button at the topmost right corner allows users to customize the display of menu items in the top right toolbar:

These menu icons can be rearranged or hidden according to your preference: 

Change Font Size

You can change font size by selecting UI Preferences in the user profile (person icon) in the top menu bar. The Display density feature allows you to choose between small, medium and large font size:

Customize Shortcuts

The Shortcuts Customization, accessible from the same menu, allows you to toggle keyboard shortcuts on and off.

Users cannot change the actual keystrokes of the shortcuts, just turn off keyboard shortcuts they don’t need: 

Main Menu (Vertical Bar)

You can similarly customize the left-hand menu, re-ordering or hiding various icons, by clicking the Alma Production icon at the top of the menu:

For example, if you never have to access the Admin tab, you can hide its icon from the vertical menu bar.

Quick Links Menu

You can create Quick Links for Alma menu items so that you can access these features easily. Creating a Quick Link is like bookmarking a page or tool.

A Hot Key (such as Ctrl + Alt + 1) is automatically added to a quick link.

You can access the Quick Links Menu by clicking the Alma icon at the top of the left-hand toolbar, which has an image of a list and a star:

There are 2 methods of adding items to your Quick Links:

  1. Open the Quick Link menu and use the search bar to find a menu item. Hover your mouse over the item and you will see a grey star. Click on the grey star to make it blue. 
  2. From the Main Menu, view any of the sub-menus. Hover your mouse over the item and you will see a grey star. Click on the grey star to make it blue. 

You can pin your Quick Links so that they persist as a new horizontal menu under the persistent search bar. To do so, open the Quick Links menu and choose the Pin option. 

Manage Widgets

On Alma’s home screen/dashboard, you can click the plus sign in the top-right corner to display or hide the various widgets that appear on this screen.

Customize Search Results Displays

Search results displays are customizable in Alma. For further information on this topic, please visit the Search Results: Filter and Customization page, which includes a video tutorial.

Customize Templates Display in the Metadata Editor

If you are a user of the Metadata Editor, Templates display configuration selects which metadata templates appear as part of menu options under New, for creating new records.