--- title: "Managing Client Toolbars and Toolbar Profiles" slug: "managing-client-toolbars-and-toolbar-profiles" updated: 2026-08-10T20:17:03Z published: 2026-08-10T20:17:03Z canonical: "help.idibilling.com/managing-client-toolbars-and-toolbar-profiles" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Client Toolbars and Toolbar Profiles For a quick overview of the IDI Desktop Client toolbar functionality, see [Overview](/v1/docs/toolbar). #### Permissions for Managing Toolbars and Toolbar Profiles The ability to create toolbars and toolbar profiles, and to assign toolbar profiles is restricted through permissions configured in the Admin Console. Permissions for working with toolbars and toolbar profiles are assigned on two levels: Company-level and Personal-level: | Path | When Enabled... | | --- | --- | | **Application > CostGuard Client > Tools > Toolbars > CompanyToolbar Profiles** | Lets you add, modify and delete Company-level toolbars and toolbar profiles. | | **Application > CostGuard Client > Tools > Toolbars > PersonalToolbar Profiles** | Lets you add, modify and delete personal toolbars and toolbar profiles. Also lets you change your assigned toolbar profile. | #### Assigning Toolbar Profiles Typically, toolbar profiles are assigned to users by an administrator-level user when user accounts are created in the Admin Console. If you have Personal Toolbar Profiles permission you may assign yourself a different toolbar profile directly in the Client. The My Toolbar Profile form lets you select a toolbar profile to use. If you've already been assigned a toolbar profile via the Admin Console, this form lets you select a different toolbar profile. You can also remove all client toolbars from your Client view by selecting no profile. You must have the PersonalToolbar Profiles permission enabled to use this form. To select a toolbar: 1. From the menu bar select **Tools > Toolbars > My Toolbar Profile**. 2. Select the toolbar profile from the drop-down menu. This menu contains all default and company profiles as well as your own personal profile (if you have created a personal profile for yourself). 3. Click **Save**. This adds the toolbars associated with this profile to your Client view under the main menu bar (default location). > [!NOTE] > Note > > To remove all toolbars from your Client screen, select the empty (blank) option in the drop-down menu and click **Save**. #### Creating Toolbars and Toolbar Profiles Users with Company-level toolbar permission may create and modify Company-level toolbars and toolbar profiles. Users with Personal-level toolbar permission may create their own Personal toolbars and toolbar profiles, and then select their personal toolbar profile. To access this functionality, from the menu bar select **Tools > Toolbars > All Toolbar Profiles**. #### Adjusting Toolbar Presentation You can begin very simply by using the existing Default toolbars and toolbar profile, or build custom toolbars and profiles. You have three basic alternatives: - Let all users use the Default profile. This profile contains the Standard default toolbar which includes commands for basic customer service representative activities. To assign a toolbar profile, see ***Assigning Toolbar Profiles***. - Use the Default toolbars to build custom Company-level toolbar profiles. See ***Creating Toolbars and Toolbar Profiles*** below. - Create custom Company-level toolbars. Since you cannot customize the Default toolbar profile, and because toolbars must be created in the context of a toolbar profile, at least one Company-level toolbar profile must be in place in order to create Company-level toolbars. See ***Creating Toolbars and Toolbar Profiles*** below. #### Adjusting Toolbar Presentation You can adjust your toolbar presentation by moving toolbars around the IDI Desktop Client and re-arranging commands within the toolbar. Toolbar presentation adjustments are not available in "operations" mode. They must be done in "customize" mode through the Tools menu. - From the Client menu bar select **Tools > Toolbars > All Toolbar Profiles**. - Right-click on the Toolbar Profile you wish to customize and select **Customize**. - Select (check) the toolbar(s) that you want to adjust if not already selected. Removing a Command from the Toolbar To remove a command, right-click on the command and select **Remove**. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34838.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Rearranging Commands on a Toolbar To rearrange commands on the toolbar, press and hold the **Alt** key and click on the command you want to move. When you see the I-beam, drag and drop the command to the new location on the toolbar. As you drag the command you'll see the I-beam move as well. This lets you know where to drop the command. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34841.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Moving Toolbars The default location for toolbars is below the Client menu bar. You can move toolbars: - to display vertically on the left side of the Client screen. - horizontally on the bottom of the Client screen. - from side-to-side (when displayed horizontally). - up-and-down (when displayed vertically). - to combine two or more toolbars on the same line. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34849.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) > [!NOTE] > Note > > If a toolbar exceeds the width (or height) of the Client screen, the overflow commands are hidden and can be made available via the Arrow button at the end of the toolbar. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34835.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) To move toolbars you must have the Customize form open for the applicable toolbar profile: - From the Client menu bar select **Tools > Toolbars > All Toolbar Profiles**. - In the Toolbar Profiles form, select the applicable profile, then right click and select **Customize**. The toolbars will now be visible in their current location. - Grab the toolbar handle (vertical dots on the left) and drag it to the new location. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33527.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D)