System Administrators and Process Administrators can change any of the homepages' layout to fit their organization's needs. The layout can be customized to certain types of users, whether or not it is the initial login or the regular login.
Note: To change the colors of icons and the overall layouts, refer to Theme Builder.
How do you change the colors on the Homepages?
You can use the "Edit Content" option of the Home Page layout preview to edit the color details. Let us take an example of changing the background color for quick links bar.
Navigate to Organization Homepage Config under Organization Management through the Menu icon.
Menu |
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Enter the Home Page ID or click Search.
| Organization Homepage Config Page |
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The Description column displays the homepage layouts depending on the user type and initial or regular login.
Select one of the rows, for which homepage you would like to change the layout.
| Organization Homepage Config |
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| Description | Who it Affects and When |
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| Initial Login Home Page for all Users when the ORG is Active |
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| Regular Login Home Page for all System Administrators when the ORG is Active |
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| Regular Login Home Page for all Users when the ORG is Active |
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| Remote I-9 Home Page |
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| New Hire's Regular Home Page |
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| New Hire's Welcome Page (First Time Login) |
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| Home Page for users with no role |
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Click on or hover over one of the setting symbols on the left side for the area of text/background color that you would like to change. This displays three options.
| Regular Login Homepage Preview |
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Click Edit Content
| Regular Login Homepage Preview |
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A popup for Add/Edit Content displays as below.
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Scroll down to Background Color and Font Color. Click on the text box and choose a color, or type in a hex color code.
Click OK.
| Add/Edit Content Box |
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You will notice a change in the background and the font color. Customize other things on this page, and when you are done, click Save.
| Regular Login Homepage Preview |
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How do you add more content spaces?
In order to add more content, you need to create more rows and columns.
Add Rows
Add a row by hovering over the gear icon at the top-left of any section.
| Regular Login Homepage Preview |
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Enter details and click OK.
| Add Row Box |
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This creates a row underneath the section (shown below).
| Regular Login Homepage Preview |
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The gears on the right side of each section allows you to delete rows, edit rows, add columns, and let you move the row up or down a section.
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Add columns
You can add columns to already existing rows, or create new rows as shown above. By adding columns, more edit content spaces can be added in the layout.
Add a column by hovering over the gear icon at the top-right of any section.
| Regular Login Homepage Preview |
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You can either add content while creating the column or edit later using Edit Content option. After entering all the fields, click OK.
| Add/Edit Content Box |
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This adds a new column to the homepage preview.
| Regular Login Homepage Review |
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If required, you can use Edit Content option on the column to add/edit the content.
| Regular Login Homepage Preview |
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After customizing the rows and columns, scroll down the page and click Save.
| Regular Login Homepage Preview |
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How do you delete rows, columns and content?
To delete a row, go to the gear on the right side of any section and click Delete Row.
| Regular Login Homepage Preview |
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The row gets deleted as shown below.
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To delete a column/content, go to the top-left gear of any section and click Delete Column. This will also delete the content present in the column.
| Regular Login Homepage Preview |
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The below screenshot shows the column deleted.
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After modifying the rows and/or columns, scroll down the page and click Save.
| Regular Login Homepage Preview |
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