Configure a Custom Home Page and/or Menu

  • 2 minute(s) read

Configure a custom home page or a menu for a user or members of a group. A custom home page may be one of the following:

  • Dashboard: The page may be a dashboard curated with relevant information.

  • 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 iconfrom 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: