Add Homepages

Add Homepages 

  1. Click the "Settings" tab.
  1. Select "Manage Homepages"
  1. Click "Add a Homepage"
  1. Enter a homepage name in the field at the top of the page
  1. Continue editing as described below.
  1. Click "Done" to return to the homepage list.
  1. You can delete a homepage at any time by clicking the delete icon to the left of the homepage name. Users associated with that homepage will get the default homepage unless a replacement association is made.

Edit Homepages

  1. Click the homepage name to begin editing.
  1. Place your cursor in the name field to edit the homepage name. Note that the homepage name is also displayed at the top of the homepage when a user logs in or a guest accesses the system.
  1. Click the layout template to update the widget panel format. Changing the template of your homepage will remove any widgets currently placed on the template and require you to start over on the layout.

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  1. Click "Add Widgets" to view the widget catalog applicable to the current panel size. Only those widgets that are appropriately sized for the panel will be displayed for selection.
  1. Click to select the desired widget and click "Add" to place it on the panel.

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  1. Once the widget is placed, you can interact with the options specific to that widget, or remove the widget, by clicking the widget options icon on the right of its header.

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  1. Choose Preferences to set widget options (e.g. filters for the Activity List, change the name of the widget). Choose Remove Widget to delete it from the panel.

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  1. Widgets can be re-ordered or moved from panel to panel (depending on widget and panel size) by clicking and dragging them.
Warning: when homepages are deleted, users associated with that homepage will get the default homepage unless a replacement association is made.

 

Homepage Settings

  1. Click the Settings icon to the left of the homepage name on the list page.

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  1. Select the Responsibilities you would like to be associated with the homepage.

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  1. If you would like to give users the ability to customize their own homepage, select "Allow Customization".
If customization is allowed, users will have access to a link labeled "Manage Homepage" when accessing their homepage. If a user customizes their homepage, they are creating a user-specific homepage definition and are no longer affected by changes to the default homepage for their user responsibility unless they are reverted back to the default.
  1. Click "Done" to return to the Manage Homepages list.

 


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