Customize default mobile home pages

Administrators can create customized mobile home pages for their users.

Before you begin

Role required: admin

About this task

Administrators can customize mobile home pages by section and module. Depending on the level of customization required, administrators can limit user access by role to each component of the mobile home page. Mobile home pages apply to both the native mobile app and the mobile browser.
Use the following components to create a customized home page:
  • Home Page Collections
  • Home Pages
  • Home Page Section
  • Home Page Modules
Each component can be configured separately or using the following steps.

Procedure

  1. Navigate to System Mobile UI > Home Screen > Home Page Collections.
  2. Click New or open an existing Home Page Collection. For more information on completing the collection fields, see Home Page Collections.
    If you want to configure an entire homepage to be role specific with no default modules, you can create a new Home Page Collection. Otherwise, simply open an existing collection to configure the page.
  3. From the related list on the Home Page Collection form, click Edit... to add an existing Home Page or click New.
    For more information on completing the Home Page form, see Mobile Home Pages form.
  4. From the related list on the Home Page form, click Edit... to add an existing Home Page Section to the Home Page, or click New.
    For more information on completing the Home Page Section form, see Mobile Home Page Sections.
  5. To add modules to a homepage, from the related list on the Page Section form, click Edit... to add an existing module, or click New.
    For more information on completing the Home Page Modules form, see Mobile Home Page Modules.