Customize a homepage

You can customize the default homepages that appear for each user.

Before you begin

Role required: admin
  • Administrators can customize the default homepages that appear for each user by navigating to Homepage Admin > Pages and selecting the homepage.
  • Users who have roles can customize the homepages that are specified for their roles by navigating to Self-Service > Homepage.

Procedure

  1. Navigate to Homepage Admin > Pages.
  2. Select the homepage to customize.
  3. Click Edit Homepage.
    The homepage opens just as it does when you view it, but it is in edit mode.
    Note: 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.
  4. Add items to the homepage.
    1. Click Add Content.

      A window opens that lets you select from the homepage items that you can add. Some items pertain to specific features and applications, such as CMS content blocks and the Work Management dispatch map. So the list of items varies depending on what is active on your system.

      Warning: Each widget on your homepage runs individually. For example, a homepage with 10 reports runs each report every time it refreshes. If your homepage consistently loads slowly, try removing widgets to determine why.
    2. Select an item to add.
      • Reports: Reports to the homepage.
      • Gadgets: Items like a knowledge search field and sticky notes.
      • Knowledge Base: Knowledge base categories.
      • Labels: Labels that you use to organize records.
      • System Applications: Applications and modules.
      • World Clocks: Any available World Clock.
        Note: The world clock widget is for demo purposes only.
      • Gauges: All available dashboard gauges. Gauges are defined in System UI > Gauges.
      • Catalog Categories: Active service catalog categories. The homepage uses the desktop icon of the category as the homepage icon.
      • Catalogs: Service catalogs, including all their active categories (starting with the Eureka release).
      • Diagnostics: Information you can use for monitoring and troubleshooting your instance, like database connections and JVM garbage collection.
      • Live Feed: Your company feed.
      • Text Search: Lists of top searches in your instance.
      • Filters: System definition filters.
  5. Reposition elements on your homepage by dragging and dropping them to a new location.
    The change you make to the homepage is saved automatically.
  6. To remove a homepage item, click the [X] on the right side of the header of the item.