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Customize the Toolbars

Toolbars are available on different pages of the GroupID portal; however, not all of these are customizable.

You can customize the following toolbars:

ToolbarAvailability in the portal
UserThe My Profile and user properties pages NOTE: The Validate your profile, Extend, and Reinstate buttons on this toolbar are displayed in the portal when user profile validation is enabled:
GroupThe group properties page NOTE: (1) The Update button is not displayed for static groups. (2) The Expire button is not displayed for groups with an expiation policy set to Never Expire. (3) The Attest Group and Renew buttons are displayed when group attestation is enabled. (4) The Upgrade To button is displayed for static groups only.
Default SearchThe All tab on the Search Results page for Quick Search and Advanced Search
Users SearchThe Users and Contacts tabs on the Search Results page for Quick Search and Advanced Search
Groups SearchThe Groups tab on the Search Results page for Quick Search and Advanced Search
My Membership GroupsThe My Memberships tab of the My Groups page
My Expiring GroupsThe My Expiring Groups tab of the My Groups page
My Expired GroupsThe My Expired Groups tab of the My Groups page
My Deleted GroupsThe My Deleted Groups tab of the My Groups page
My DynastiesThe My Dynasties tab of the My Groups page
My Smart GroupsThe My Smart Groups tab of the My Groups page
All GroupsThe All Groups tab of the All Groups page
My GroupsThe My Groups tab of the My Groups page
Expired GroupsThe Expired Groups tab of the All Groups page
Expiring GroupsThe Expiring Groups tab of the All Groups page
Private GroupsThe Private Groups tab of the All Groups page
Semi-Private GroupsThe Semi-Private Groups tab of the All Groups page
Public GroupsThe Public Groups tab of the All Groups page
Smart GroupsThe Smart Groups tab of the All Groups page
DynastiesThe Dynasties tab of the All Groups page
My Direct ReportsThe My Direct Reports tab of the Users page
Disabled UsersThe Disabled Users tab of the Users page
Members GridThe Members tab in static group properties
Smart Members GridThe Members tab in Smart Group and Dynasty properties
User Members Of GridThe Member Of tab in user properties
Computer Members Of GridThe Member Of tab in computer properties
Additional OwnerThe Owner tab in group properties
Additional ManagerThe Organization tab in user properties
Create Group Wizard – MembersThe Members page of the Create New Group wizard (for static group only)
Create Group Wizard - Additional OwnerThe Owners page of the Create New Group wizard (for all group types)
Contact Member Of GridThe Member Of tab in contact properties
Group Member Of GridThe Member Of tab in group properties
Direct Reports GridThe Organization tab in user properties

NOTE: The Computer Members of Grid and Contact Member of Grid toolbars are not available for a Microsoft Entra ID identity store.

The buttons available on these toolbars are predefined. You cannot add or remove a button, but you can update a few details for a button, such as its name and image.

What do you want to do?

Update the Properties of a Toolbar Button

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.

  2. Click the ellipsis button for a portal and select Settings.

  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

  4. Click Toolbars in the left pane; the Toolbars page is displayed.

  5. In the Select Toolbar Type drop-down list, select the toolbar you want to update.
    The Name area lists all buttons on this toolbar.

  6. Click Edit for a toolbar button to update its properties.

  7. On the Toolbar Button Properties pane, update the following information as required:

    1. Name – The name of the toolbar button. It is read-only.

    2. Text – The text displayed on the button as its name.

    3. Show Text – Select this check box to display the text on the button; else the button would be displayed without the text.

    4. Tooltip Text - The text to appear when a user hovers the mouse over the button.

    5. Icon Class – The image (icon) to be displayed for the button on the toolbar.

    6. Active Icon Class – The image (icon) to be displayed when a user hovers the mouse over this button.

    7. To manage images for Icon Class and Active Icon Class:

      • If no image has been uploaded, click Upload to browse and select an image to upload.

      • If an image has been uploaded, the very image is displayed. Click Upload to replace the existing image with a new one.

        NOTE: Image dimensions: 30 x 30 pixels

        Supported formats: .webp, .jpg, .jpe, .jpeg

    8. Visibility Level – Select a security role. The toolbar button would be visible to users of this role and roles with a priority value higher than this role. See Priority.
      Select Never to hide the button from all users.

  8. Click OK.

  9. Click Save on the Toolbars page.

Rearrange the Buttons on a Toolbar

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Toolbars in the left pane.
  5. On the Toolbars page, select a toolbar in the Select Toolbar Type drop-down list.
    The Name area lists all buttons on this toolbar.
  6. To change the order of buttons on the toolbar, click the equal sign for a button and drag to change its position.
  7. Click Save.

See Also