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Company Landing Page (User)

When you (a user or an administrator) sign in, the system is in the User mode, by default. You can switch between modes using the mode icon ( User mode and Admin mode).

Note: The Home workspace  does not support the Admin mode.

To access company user functions, go to the Company Workspace tab and select User mode. This displays the company landing page.

To access your company landing page (User):

1. Go to the Company Workspace tab and switch to User mode.
2. In the left Navigator, click your company name.

   The company landing page opens.

The company landing page has the following tabs:

• General
• Summary

You can add multiple tabs to the company landing page. To add a new tab:

1. Click the pencil icon (under the mode icon) to open the Company Dashboard window. The Company Dashboard window lists the existing tabs and enables you to add, modify (edit), or delete tabs.
2. Click the Create Tab option (the plus "+" icon) to open the New Tab window.
3. Enter a name in the Tab Name field, and click Save.

The newly created tab will be listed under the existing tabs on the Company Dashboard window.

You can add multiple blocks (custom or standard) to each tab of the company landing page: To add new blocks to a tab:

1. Select the tab.
2. Click the plus "+" icon (on the right side of the screen) drop-down arrow and select one of the following types of blocks:
   1. Custom
   2. Standard

To add custom blocks on a tab:

1. Select a tab.
2. Click Custom to open the New Custom Block window.
3. Enter the values (Source Details, Block Title, Block Length, and so on) in the fields and click Save. The new block is added to the right pane.

To add standard blocks on a tab:

1. Select a tab. You can add both custom and standard blocks to a tab.
2. Click Standard to open the New Standard Block window.
3. Enter the values (Source Details, Report On, Block Title, Block Length, and so on) in the fields and click Save.

   The Data Type drop-down field (under the Source Details block) enables you to include workspace type information (such as Active Workspaces, On-Hold Workspaces, and so on) on the company landing page. Click the Data Type drop-down field, select Workspace Information, and click Save.

To delete or edit a block use the trash-can or pencil icons.

You can:

• Edit a tab name by selecting the tab and using the Edit Tab icon (the pencil icon) on the Company Dashboard window.
• Delete a tab by selecting the tab and using the Delete icon (the trash-can icon) on the Company Dashboard window. You cannot delete the General tab or Summary tab because they are system-generated tabs.
• Reorder the tabs that are displayed on the Company Dashboard window by way of drag-and-drop.
• Select which tabs to be displayed on the Company Dashboard window by selecting the tab (the select box). You cannot deselect the General tab.
• Print a tab or maximize a tab by using the print icon or the maximize icon, respectively.

The General tab is divided into two sections:

• The left section displays the following information:
  • Company name and image (if it exists in the Company Properties page).
  • Description
  • Administrator
  • Homepage url
  • Locations

Other locations, if available, appear as grouping nodes in expanded mode below the first address, and the map picker displays the pin markers for all other locations.

• The right section displays the following information in multiple blocks:
  • Tasks
  • Notifications
  • Company Workspace records: Workflow Business Processes

The Workflow BPs are all the workflow records for the user who has signed in. If the user who has signed in does not have access to any of the Workflow BPs, at the Company Workspace level, then the panes display a pertinent message. You can click the BP name to navigate to the respective BP log.

• Company Workspace records: Non-Workflow Business Processes

The Non-Workflow BPs are all the non-workflow records for the user who has signed in. If the user who has signed in does not have access to any of the Non-Workflow BPs, at the Company Workspace level, then the panes display a pertinent message. You can click the BP name to navigate to the respective BP log.

The Summary tab contains summary information displayed within custom or summary blocks. Similar to the General tab, you can add, edit, or delete custom and standard blocks.

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Last Published Thursday, January 4, 2024