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Administering Oracle CRM On Demand > Application Customization > Customizing My Homepage for Your Company

Customizing My Homepage for Your Company

Depending on their needs, employees at your company might want to see different information on their My Homepage page. You can customize the layout of My Homepage by replacing the default content with content that is more relevant to the roles of the employees. For example, you might configure the Homepage for a customer service representative to show new service requests instead of the Recently Created Leads section that is standard on that page, and a custom service-request report instead of the standard sales pipeline quality report.

After you have customized My Homepage, you must assign the Homepage layout to a user role. All users with that role see the customized My Homepage that you set up.

Before you begin. Because you must select a role that this customization applies to, set up all your roles before starting this procedure. To perform this procedure, your role must include the Customize Application privilege and the Customize Application - Manage Homepage Customization privilege.

To customize My Homepage for your company

1. In the upper right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Application Setup section, click the My Homepage Layout link.
4. In the Homepage Layout list, do one of the following:
   • Click the New Layout button to create a new layout.
   • Click Edit or Copy to modify an existing custom layout.

     The Homepage Layout Wizard appears to guide you through the process.

5. In Step 1 Layout Name, enter a name for the layout, and a description if required.
6. In Step 2 Homepage Layout:
   • Move sections from the All Sections list to the Available Sections list.

     The Available Sections list includes the sections that can be added to a Homepage; this includes any custom reports that you have enabled for inclusion in Homepages. If you do not want a user to add a section to a Homepage, leave the section in the All Sections list.

   • Move sections from the Left Side list to the Right Side list, and rearrange the information in both lists as required.

     Leave sections that are double width in the Left Side list; they will automatically stretch across the Homepage when it is displayed

7. Click Finish.

NOTE: After you add a custom homepage to the application, you need to make it available to the user role before users can see it. For instructions, see Adding Roles.