In this Quick Tip you will learn about the distinctive features and functions of the portal experience.
Users will land on the homepage when they login to the portal. Here they can view pending updates or actions that have been posted.
The homepage can be configured to display specific items you would like on the homepage with the edit widgets feature.
1. Member Profile-Includes Personal Settings
3. Settings: Used by Administrators
4. Edit Widgets: Used by the HR Anew team and Administrators
5. Announcements: Use this feature to announce a team party or an office update
What is a widget?
Software Widget, a generic type of software application comprising portable code intended for one or more different software platforms
Widget (GUI), a control element in a graphical user interface – an element of interaction, such as a button or a scroll bar.
Configure widgets in the homepage:
The homepage can be configured to display specific items desired on the homepage with the edit widgets feature. Widgets are available to configure to display specific content to members.
Step 1: In the top right corner of the Homepage, click on the ‘Edit Widget’ button to access the dashboard edit tool.
Step 2: Click on ‘Add Widget’ to open the various widgets options. Select the type of widget from the following options (below are all options available when all tools are active – note that some will not be available if a tool is not active in Settings):
- Welcome Resources
- Activity Stream
- Task Category
- Tasks Summary
- Recent Discussions
- Recent Files
- Events Summary
- Announcement Area
Step 3: Press the green + button to add the desired widget (e.g., Resources)
Step 4: Once you have selected the widget type, use the icons in the grey circles on the widget for other options.
Step 5: If you want to choose a specific discussion board, task category or folder, you will have the option to choose the specific piece of content by choosing the Cog/Sprocket icon to configure.
Step 6: Once configured, click on ‘Edit Widget’ again to close the dashboard edit tool.
Change the Layout
To change the layout, select the drop-down menu next to +Add Widget, you can then edit the layout of your dashboard from different display options. This determines how many columns you will have, and the size of each column.
Drag & Drop: To edit the display of widgets, navigate to your dashboard or a homepage and select the button Edit Widgets. This then enables the ability to drag and drop the widgets into your preferred order using the cursor on the left.
Which member types can customize and view the edited widgets?
Super Administrators and Administrators can customize homepages by adding, editing, and moving widgets as well as the layout. Below are the rights for each administrator’s permissions.
- Can add, edit & delete widgets on all account Group Home pages
- Can add, edit & delete widgets on the Account Dashboard
- Adjust the layout on all account Group Home pages
- Adjust layout on the Account Dashboard
- Can add, edit & delete widgets on the portal Homepage
- Adjust layout on the portal Homepage