Manage Home Page Layouts
From the Home page, solution admins, or users with the Manage other's Home page settings permission, can efficiently create, customize, and assign Home page layouts to different users within their organization.
Note: Do you have ideas for improving the Home page? Visit the Ideas page in the Raiser's Edge NXT Community to vote on or add your suggestions in the Home page category.
Save current Home page layout
To be able to deploy a layout to a user, you first need to configure and save the layout. Once you set up your current Home page layout as you want it for a user at your organization, you then save the layout. To create a new saved layout, select Manage, Save current Home page layout, and then enter a unique name for the new layout.
Manage Home page layouts
When you Manage Home page layouts, you can see when the layout was created, a snapshot of the layout selections, and perform the following tasks for each layout:
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Deploy to selected users
Tip: Want to review an existing layout? From Manage, select Review a user's Home page. A list of the home page options appears. Need to see it visually? You can also deploy the layout to yourself so you can view and make adjustments.
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Set as default or for sample layouts, Make a copy to set as the default
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Copy
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Rename
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Delete
Update Home pages for users
After you have Home page layouts saved, you can deploy them to users. All users are available for you to select. You can then choose how you want to update their home page. You can use an existing home page layout by name, by copying another user's layout, or by editing their existing layout and adding additional tiles.
Note: When deploying Home page layouts, the tiles and options that appear still respect the user's permissions. For example, if they don't have permission to see a tile, it won't appear for the user even if an admin included it on a saved layout.
If you are updating tiles for users and you update a user's Home page that already has the tile, no change will occur. The user's tile settings will not change or be overwritten.
Review a user's Home page
To review which items are currently on a user's Home page layout, select Manage, Review a user's Home page. Search for and select the user's name to see the user's Home page layout content and when it was last updated.
Permissions
Only solution admins or users with the Manage Home page settings permission can create, manage, and deploy home page layouts.
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From Security, User management, make sure the user has a Settings role assigned.
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From Security, Role management, search for and edit the Settings role assigned to the user. Then, select Show permissions for Home page management tasks and make sure that role has Home page settings, Manage permission selected.