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.Modify Homepage Layout v1.5

.Modify Homepage Layout v1.5

Owned by al.g (Unlicensed)
Oct 25, 2017

System Administrators and Process Administrators can change any of the homepages' layout to fit their organization's needs. This can be customized to certain types of users and whether or not it is the initial login or the usual consistent 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?

Using the menu icon, under Misc. Setup, select Organization Homepage Configuration.

Menu Dropdown

 


Select Search.

Organization Homepage Config Page

 

 

Looking at the Description column, there are the five types of modifications depending on user type and initial or regular login.

Select one of the rows, depending on which account type you would like to change.

Organization Homepage Config

 
DescriptionWho it Affects and When
Initial Login Home Page for all TUs when ORG is Active
  • All Users, including System Administrators
  • Before onboarding, the first time logging in
Regular Login Home Page for all TAs when ORG is Active
  • For only System Administrators
  • After initial login; it is the consistent login home page
Regular Login Home Page for all TUs when ORG is Active
  • For all Users, except tenant admins
  • After initial login; it is the consistent login home page
New Hire's Regular Home Page
  • New Hire
  • Before onboarding, the home page
New Hire Welcome
(First Time Login)
  • New Hire
  • Before onboarding, usually containing a welcome message that leads to onboarding

 

Click on/hover over one of the setting symbols on the left side for the area of text/background color that you would like to change. It will pull up three options.

Regular Home Page Login Preview

 


Select Edit Content

Regular Home Page Login Preview

 

 

 

Scroll down. Next to Background Color and Font Color, click on the text box and choose a color or type in a hex color code.

Click on OK.

Add/Edit Content Box

 

 

This will implement the change. Customize anything else on this page, and when you are done, click Save.

Regular Home Page Login Preview

 

 

How do I add more Edit Content space?

In order to add more content, you need to create more rows and columns.

 

Add a row by hovering over the gear icon to the top-left of any section.

Regular Home Page Login Preview

 

 

Select OK.

Add Row Box

 

 

It will create a row underneath the section (shown below). The gears on the right side of each section will allow you to delete rows, edit rows, add columns, and let you move the row up or down a section.

Regular Home Page Login Preview

 


Adding more Edit Content space is determined by Columns. You can add columns to already existing rows, or create rows shown above.

Regular Home Page Login Preview

 


Either add the Content now (you can also Edit Content later) or Select OK.

 

Add/Edit Content Box

 

 

Now you have added a Row and a Column! You can Edit Content on the column, shown here.

Regular Home Page Login Preview

 


Select Save.

Regular Home Page Login Preview

 

 

How do I Delete Rows, Columns, and Content?

To Delete a Row, go to the gear on the right side of any section and then select Delete Row.

Regular Home Page Login Preview

 


To Delete a Column/Content, go to the top-left gear of any section and then select Delete Column.

Regular Home Page Login Preview

 


Select Save.

Regular Home Page Login Preview

 

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