Create a global homepage or a homepage for specific users

You can create and edit a global homepage that is accessible to all users, or homepages that are accessible to users with specific roles.

Before you begin

Role required: admin

Procedure

  1. Navigate to the Homepage Admin > Pages.
  2. Click New.
  3. Complete the form.
    Table 1. Portal page fields
    Field Description
    Title Enter the title of the homepage that appears at the top.
    Selectable Select this option to make the homepage appear in the Switch to page choice list for users. If you specify a user or a role, only the specified user or the users with the specified role can see the page in the choice list.
    View Enter a unique value that you can use when referencing a global homepage in a URL or module. The View value must be unique. Otherwise, if the View is used by multiple homepages, the Edit Homepage link may not redirect to the current homepage record. You must specify a view to be able to edit the homepage for all users who can access it.
    User If you want the homepage to be a personal homepage for a specific user, select it here. Clear this field to keep the homepage global or if you want to specify the roles that are required to access the homepage.
    Note: If this field is populated, the homepage cannot be global.
    Order Enter a value that specifies where in the choice list of homepages that this page appears. Lower values move the page up the choice list.
    Write roles Specify the roles you want users to have to edit this homepage.
    Note: Write roles limit who can make edits to the page, such as moving around widgets or deleting the homepage. For more information, see Secure a homepage.
    Note: Users who only have Read access create new versions of a homepage when they edit the homepage.
    Read roles Specify the roles you want users to have to be able to view this homepage. Read roles limit who can view the homepage, but he User field takes precedence over this field. If you specify a user in the User field, only that user can view the homepage, regardless of what roles you add here and regardless of what role that user has.
    Note: Users who only have Read access create new versions of a homepage when they edit the homepage.
    Note: If no write roles are specified on a homepage, then any user with one of the specified read roles may access this page and delete it. See Secure a homepage.
  4. Right-click the header and select Save.
  5. Click the Edit Homepage related link to see the homepage.
  6. Add content as needed.
    Note: You must click Edit Homepage to make changes to a global homepage that take effect for all users who can access the homepage. If you click View Homepageand make changes, a personal homepage is automatically created for you and those changes take effect only on that personal homepage. To see the Edit Homepage link, you must enter a value in the View field.
    Figure 1. Portal Page form for the asset overview homepage
    Portal Page form for the asset overview homepage
    Table 2. Related links
    Edit Homepage Edit the homepage as a global homepage. Any changes you make when editing the homepage are visible to all users who can access it.
    View Homepage View the homepage as a user would. Any changes you make when viewing the homepage automatically create a personalized version of the homepage.
    Note: You can also add the homepage as a module link in the application navigator.

    The new homepage is available in the Switch to Page choice list for the users you specified or for all non-ESS users if the homepage is global.