Personalise your HSBCnet workspace

Transcription

1 How to Personalise your HSBCnet workspace HSBCnet enables you to customise the appearance of tabs and services on your HSBCnet personal page. To personalise your HSBCnet workspace, select Personalise. The Edit My Workspace page appears. Personalise Link The Edit My Workspace window allows you to arrange, add, rename, and delete tabs in your work area. This service has two main sections: a list of available services and a high-level view of your personal page. Edit My Workspace Managing tabs You can switch tabs by selecting them. The displayed services will update to reflect the services currently placed on that tab. Adding tabs You can add a new tab by selecting the Add a new tab button. Issued by HSBC Bank plc Published: November 2018 Page 1 of 7

2 Adding a new tab Enter a name and select OK to save the name and create the tab. You can select Cancel to delete the new tab without renaming it. Renaming tabs You can rename a tab by double-selecting on the existing name. You are then allowed to enter a new name for the tab. Select OK to apply the new name to the tab. Select Reset if you want to reinstate the default tab name. Issued by HSBC Bank plc Published: November 2018 Page 2 of 7

3 Renaming tabs Organising tabs You can reorganise your tabs by dragging the tab to a new location. The order of the tabs is updated when you complete the action. Issued by HSBC Bank plc Published: November 2018 Page 3 of 7

4 Organising tabs Deleting tabs You can delete a tab by selecting the 'x' next to the tab name. Select OK to confirm the deletion. Tab deletion warning All services on the tab will be removed from your personal page. Managing services on a tab At the top of the Edit My Workspace service you will find a list of available services. Each of these services can be dragged onto any tab in the section below. Adding services to a tab You can add services by dragging them to the desired location on any tab. You can drag services to more than one tab or even place the service on the same tab more than once. Issued by HSBC Bank plc Published: November 2018 Page 4 of 7

5 Adding a service to a tab Renaming services All services have a default name that is displayed as the title of the service when you are using your HSBCnet personal page. You can rename a service by double-selecting the existing name. You will then be able to enter a new name for the service. Renaming a service Select OK after entering the new name to apply it to the service. The new name is displayed on the title bar of the service on your personal page. Select Reset to reinstate the default service name. Select Cancel to cancel any changes and stop editing the service name. Issued by HSBC Bank plc Published: November 2018 Page 5 of 7

6 Organising services on a tab You can organise services on a tab by dragging them to a new location on a tab. Organising services on a tab Personal pages can have either a one or two-column layout. If you place all your services in one of the columns on a tab using Edit My Workspace, they will display in a single column on that tab when you use your personal page on HSBCnet. You can also arrange services in two columns. Deleting services You can delete a service from a tab by selecting the x beside its name. Deleting a service from a tab You will be prompted to confirm your selection. Select OK to delete the service. Confirm selection window Issued by HSBC Bank plc Published: November 2018 Page 6 of 7

7 Saving your changes You can save the changes by selecting the Submit button. If you do not wish to save your changes, select Reset to revert to the current personal page configuration and start over. Select Cancel to close the Edit My Workspace service without saving your changes. Submit, Reset and Cancel options You will be prompted to confirm your selection. Select OK to apply the changes. Confirmation prompt Issued by HSBC Bank plc Published: November 2018 Page 7 of 7