How do I create a new Home Page configuration?

Administrators can create multiple Home Page layouts which can automatically be applied to users and/or groups. Applying a new Home Page configuration to users and/or groups is a two step process. This article describes how to create a new home page configuration, which is the first step in the process.

1. Click Home Page

Click Home Page
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Home Page.

2. Click Add New Configuration

  • Click the Add new configuration link.

3. Configure Home Page

  1. Enter a Name for the homepage configuration.
  2. Enter a brief Description of the homepage configuration's purpose.
  3. Select or clear the check box next to the modules you want to add or remove from your Home page.
  4. Click the dots next to the check box to drag and drop to rearrange how the modules appear on your Home page.
  5. If the My Executive Review, My Dashboard, or My Visual Portal modules are selected, set initialization options.
  6. Click Save.

Dashboard / Executive review initialization

  • Portfolio: The portfolio that is displayed initially. Select "Do not change" to leave the user's choice unchanged.
  • Layout: The layout that is used initially. Select "Do not change" to leave the user's choice unchanged.
  • Currency: The currency that is used initially. Select "Do not change" to leave the user's choice unchanged.

Visual portal initialization

  • Portal: The name of the visual portal that is displayed initially. Select "Do not change" to leave the user's choice unchanged.

4. View Home Page Configurations

  • View newly created Home Page layout. Once a Home Page layout has been created, it can be assigned to specific users and/or groups. See the article How do I change the Home Page configuration for a user? for more information about assigning a Home Page configuration to a specific user and/or group.

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