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Assigning Home Screens

Mohammed Jamal Updated by Mohammed Jamal

A Home Screen is a collection of Tabs displaying System Dashboards (Charts, IFrames, Advanced Search Views) and Data Views. They can be assigned at User or Team level.



Assigning User Home Screen

A Home Screen can be set per user or multiple users in the following way:

  1. Navigate to Security > Settings > System Users. The 'System Users' page is displayed.
  2. Use the checkboxes in the grid to select the user/s to whom you wish to allocate the Home Screen.
  1. Select the Change Home Screen button on the toolbar. The 'Change Home Screen' dialog is displayed:
  1. Select the relevant Home Screen using the drop-down.
  2. Select the Save button.



Assigning Team Home Screen

To set the Home Screen against a Team:

  1. Navigate to Settings > Security > Teams and open a record in the usual way. The 'Team' page is displayed:
  1. Select a Home Screen using the drop-down or the Lookup Home Screen magnifying glass.
  2. Select the Save or Save and Close button on the toolbar.



Impacting on Home Screen when Changing Default Team

If the System User has Works in Multiple Teams set to Yes (i.e. belonging to more than one team) within their record, the Default Team takes precedence. If the Default Team is changed, then the corresponding Home Screen for it will be displayed for the System User.

The Home Screen change will apply if the Default Team is changed via the User Profile > Change Default Team option on the top menu bar.

Or via the Default Team field on the System User's record:

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