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Configure User Panel Tab

User Panel Tab (userpaneltab) lets you embed a custom URL or page as a tab inside UCP (User Control Panel) for users. Useful for embedding a CRM, internal wiki, or custom dashboard alongside UCP's default widgets.

Before You Start

  • The URL to embed is decided.
  • The URL accepts being framed (no X-Frame-Options: DENY); if it's external, confirm with the source.
  • For per-user URLs (with substitutions): the URL template uses placeholders like [USERNAME], [EXTENSION].

Steps

  1. Go to User Attributes → User Panel Tab.
  2. Click + Add Tab.
  3. Configure:
    • Tab Name — what shows on the UCP tab strip, e.g. CRM, Wiki, Tickets.
    • URL — the page to embed. Use placeholders for per-user content:
      • [USERNAME] — User Management username.
      • [EXTENSION] — user's default extension.
      • [FIRSTNAME] / [LASTNAME] — user's name.
    • Example: https://crm.example.com/contacts?owner=[USERNAME]
    • Permissions — which user groups see this tab.
    • Open in iframe — Yes (default) embeds; No opens in new tab.
  4. Submit → Apply Config.

Verify

User logs into UCP at https://<unifiedbx>/ucp/. The new tab appears; clicking it loads the embedded URL.

Common Issues

  • Tab appears but content is blank. Target site has X-Frame-Options: DENY or frame-ancestors CSP blocking. The site can't be embedded; use "Open in new tab" instead.
  • Placeholders not substituted. Wrong placeholder syntax. Use square-bracket form [USERNAME], not curly braces.
  • User can't see tab. Permissions don't include the user. Edit Tab → check user group access.
  • HTTPS warnings. UCP is HTTPS but embedded URL is HTTP — browsers block mixed content. Use HTTPS-only embeds.
  • Embedded auth doesn't pass through. UnifiedBX doesn't forward credentials. Embedded site must do its own auth, ideally with single sign-on (SAML/OIDC) so users don't re-login.