Home

What it is. What everybody sees on the portal's home page.

What it does. You choose which cards appear, and in what order.

Why it helps. Each card shows every person their own data, so one setting suits everybody. You are choosing the layout, not the contents.

Opening it

Where: Admin → Home

1. Click Admin in the top menu.
2. Click Home in the row of tabs.

Be careful not to confuse this with the Home tab in the main menu — that is the home page itself. This one is inside the Admin Console.

Choosing the cards

The screen has two lists:

• Available on the left — cards not currently shown.
• Shown (in order) on the right — the cards people see, top to bottom.

1. To add a card: click it on the left, then click Move selection to Shown (in order).
2. To remove one: click it on the right, then click Move selection to Available.
3. To reorder: click a card on the right, then Move selection up or Move selection down.
4. Click Save Home.

What each card shows

Card	Shows
Metric tiles	Record counts in a strip across the top.
Announcement	A message you write, shown to everybody.
My Tasks	That person's open tasks. Overdue ones in red.
Recent Records	What that person opened recently.
Upcoming Events	Events on records that person works with.
Quick links	Shortcuts to each tab.

A different home page per app

At the top is a box reading Default (all apps).

1. Leave it on Default (all apps) to set the home page everybody gets.
2. Or choose an app to give that app its own home page.

An app with no home page of its own uses the default, so you only set this where a team needs something different.

Writing an announcement

1. Make sure Announcement is in the Shown list.
2. Type your message in the box below.
3. Click Save Home.

Everybody sees it on their home page. Clear the text and save again to remove it.