Edit your home page

Your home page starts as your role's. You can make it your own: pick cards from the tray, move them, resize them and set what each one shows. Your role's page stays as it was.

Steps

1. On Home, press Edit page. The tray of cards opens on the left (a drawer on a phone).
2. Drag a card from the tray onto the page, or press + on it to put it in the next free space.
3. Move a card by its top bar. Resize it by its right edge, bottom edge or corner.
4. Press the gear on a card for its settings (which report, which list, which links, a note's words). Press Done in that box.
5. Press x on a card to take it off.
6. Press Done at the top to save, or Cancel to leave the page as it was.

Cards you can build yourself

• A number or a chart: any report as a single number or a chart, over the dates you pick.
• A list of records: any module, everything newest first or one of your saved views.
• This week: the next seven days of the calendar.
• Quick links: the screens you open most.
• A note: a few lines of your own.
• A whole dashboard: one of your dashboards, every tile.

Lay out a role's page (admins)

1. Open Settings, HR, Roles.
2. Pick the role and find Home page. Press Edit home page.
3. Lay it out the same way. The tray offers only what that role may use, and the cards show your own data while you work.
4. Press Done. From its permissions sets the role back to every card its permissions allow, in order.

Good to know

• Reset to my role's, shown while you edit, throws away your own page and goes back to your role's.
• On a phone, editing is move up, move down, take off and Add a card.
• A note on a role's page is the admin's words for everyone with that role.
• Outside Edit page nothing on the home page moves.