Assigning an Active Home Page to Role vs. a User

When you create an Active Home Page, it is generally the best practice to assign the Active Home Page to a Role. That will ensure that anyone who is assigned to that Role will see the Active Home Page when they log in.
 
However, if you have a user that is assigned to multiple roles and each role has a different Active Home Page assignment—such as an administrator—we recommend that you assign the preferred Active Home Page at the User level. Setting this at the User level will override any Role assignments and priorities. See To Assign an Active Home Page to a User.

After you have created and assigned widgets to an Active Home Page, you can assign it to one or more Roles (or Users).

To assign an Active Home Page to a Role:

  1. From the main menu, navigate to SYSTEM > MANAGE PEOPLE > ROLES.
  2. Select the Role to which you will assign this Active Home Page.
  3. Click the EDIT pencil.
  4. Select the name of the Active Home Page you created for this Role from the droplist for the HOME PAGE setting. In this example, we will use Auditors' Home Page because this is the home page we created for all of our auditors.

    Assign the Active Home Page to a Role
  5. Click SAVE.
  6. Assign this Active Home Page to any other Roles, if necessary.
    To ensure that you have assigned the Active Home Page to the Role properly, log in as a User assigned to this Role. The Active Home Page assigned to the Role should display with the widgets you created for the Role.

 

To assign an Active Home Page to a User:

  1. From the main menu, navigate to SYSTEM > MANAGE PEOPLE > USERS.
  2. Select the User to which you will assign this Active Home Page.
  3. Click the EDIT pencil.
  4. Select the name of the Active Home Page you created for this User from the droplist for the HOME PAGE setting. In this example, we will select the USER Active Home Page.

    Assign the User's Home Page
  5. Click SAVE.
  6. Assign this Active Home Page to any other User, if necessary.

    		To ensure that you have assigned the Active Home Page to the User properly, log in as this User. The Active Home Page assigned to the User should display with the widgets you created for that specific person.



See Deleting an Active Home Page.