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.
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.
Configure a Custom Home Page and Menu
A user can be assigned multiple custom home pages or menus. These may differ from the custom home pages or menus configured for each group the user belongs to.
Each custom home page or dashboard assigned to a user—either directly through their user account or inherited from one of their groups—appears as a separate tab within the application.
Menus assigned to a user, whether individually or through group membership, are available from a drop-down menu located at the top of the application.
Custom home page and menu changes take effect the next time the user logs in. Users will not see the updated configuration until they log out and log back in.
Dashboards on Mobile Devices
When a custom home dashboard is configured, accessing the platform from a mobile device will default to Desktop Mode. If switched to Mobile Mode, the custom dashboard will not be available in the home menu, as this mode is designed exclusively to display the platform’s default mobile dashboard experience.
See the following sections in the Edit a User Account topic:
Configure a Custom Home Page or Menu for a Group
A user can be assigned multiple custom home pages and/or menus through their user account and any groups they belong to. These assignments may differ across groups, meaning a user's custom home page or menu can vary from those defined at the group level.
Custom Home Pages/Dashboards:
Each custom home page or dashboard assigned to a user—either directly or through group membership—appears as a separate tab within the application.Menus:
Each custom menu assigned to a user or inherited from a group can be accessed via a drop-down menu at the top of the application.
Dashboards on Modile Devices
When accessing a custom dashboard from a mobile device, the platform will display the desktop version of the dashboard. Mobile responsiveness may vary depending on the dashboard's layout and components.
See the following sections in the Edit a Group topic: