Active Home Page Deployment Best Practices

When you create Active Home Pages, RizePoint recommends the following steps as best practices:

1. Assign the Active Home Page permission to the appropriate administrator(s) in your organization.  

   This permission is intended to be assigned only to an administrator. This permission is ACTIVE HOME PAGE ADMIN. It will allow an administrator to create, edit and delete Active Home Pages. See Assigning the Active Home Page Permission.

2. Identify and select which widget is appropriate for a particular Role or User to see and use. During this process, it is efficient to determine widgets that more than one Role may need. Doing so may consolidate the number of Active Home Pages you need to set up. See Creating an Active Home Page and Adding Dashboard Widgets.
3. Create the Active Home Page in your staging or test environment initially.
4. Assign the newly configured Active Home Page to a Role. Note that in some instances the best practice will be to assign the Active Home Page to a User instead. See Assigning an Active Home Page to a Role vs. a User.
5. Login with a User ID that is associated with the Role to test the Active Home Page.
6. After you are satisfied that the Active Home Page is accurately set up, repeat steps 1-5 in your production environment for final deployment.

See Active Home Page Screen Navigation.