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Configure a Custom Home Page and/or Menu

Configure which users and/or groups view a custom home page and/or menu when logging on to ProcessMaker Platform.

Overview

Optionally, configure a custom home page, and/or a menu, for a user or members of a group when that user or group member logs on to ProcessMaker Platform. A custom home page may be one of the following:
  • Dashboard: The page may be a dashboard curated with relevant information. Include Process Analytics reports that display how efficient work within the organization is ongoing.
  • Redirect URL: The URL may be to an external site, such as to an organization's portal, or to a ProcessMaker Platform location such as a specified Collection or Saved Search to which that user has access.
The custom home page and menu are configured separately.
The user or group member does not experience the custom home page and/or menu change until the next time that user logs on.
When a user is a member of a group and the group's custom home page and/or menu setting is different than that of that user's account, the user account configuration(s) supersedes that of the group's.
Users or group members configured with a custom home page can view that home page by clicking the Home icon
from the breadcrumbs.
Below is an example of a custom home page that contains a dashboard and custom menu.
Home page containing a dashboard and a custom menu

Configure a User a Custom Home Page and/or a Menu

A user can be configured with multiple custom home pages and/or menus. That user may have a different custom home page and/or menu than that configured for each group that user is a member:
  • Each custom home page/dashboard a user is configured from the user account or group(s) that user is a member displays in a separate tab.
  • Each menu a user is configured from the user account or group(s) that user is a member of may be selected from a drop-down menu at the top of the application.
See the following sections in the Edit a User Account topic:

Configure All Group Members a Custom Home Page and/or a Menu

A group member can be configured with multiple custom home pages and/or menus. That user may have a different custom home page and/or menu than that configured for each group that user is a member:
  • Each custom home page/dashboard a user is configured from the user account or group(s) that user is a member displays in a separate tab.
  • Each menu a user is configured from the user account or group(s) that user is a member of may be selected from a drop-down menu at the top of the application.
‌See the following sections in the Edit a Group topic:
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