Overview of Configuring Home Page and Navigation

You can configure the Navigator and page entries on the home page for navigation, as well as define settings for the home page using the Structure work area (Navigator > Configuration > Structure).

The Structure work area has two tabs: Navigation Configuration and Home Configuration. Use the Navigation Configuration page to configure the Navigator and page entries on the home page for navigation. Use the Home Configuration page to configure the display settings of infolet pages in the Analytics section of the home page.

Here are some key configuration tasks that you can do in the Structure work area:

• Create, edit, delete, and rename the page entries.

  Note: Page entries are the work area icons, which you use to open work areas or pages.

• Create duplicate versions of predefined page entries and edit the duplicate page entries to do specific tasks.

• Reorder the page entries and change their visibility settings on the Navigator and the home page.

• Create, edit, and configure the quick actions.

• Change the display settings of infolet pages on the home page. For example, show or hide, rename, or reorder them.

Groups and Page Entries

To address needs specific to your organization, you can create or edit groups and page entries, which you can open from the Navigator and the Apps section of the home page. For example, you may want to link page entries to web pages or external applications.

While creating or editing a page entry or group, you can specify whether to display the group or the page entry on the home page. So, not all page entries and groups may appear on the home page. The Navigator may have more page entries and groups than the home page. If a page entry appears on both the Navigator and the home page, then you can use either of them to open the page. For page entries that don't appear on the home page, use the Navigator to open them.

Configuration of the Navigator and Page Entries

Use the Navigation Configuration page to configure the Navigator and page entries on the home page. You can do these tasks on groups and page entries:

• Create

• Edit

• Show or hide

• Duplicate predefined page entries

• Reorder

• Delete

Configuration of Quick Actions

Quick actions are links on the home page that you can use to initiate actions quickly on yourself, your team, or your client groups. You can view the quick actions grouped under the tabs such as Me, My Team, and My Client Groups. You can use the Navigation Configuration page to do these tasks on quick actions:

• Create

• Edit

• Configure

Configuration of Infolet Page Display

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on. Use the Home Configuration page to configure the display settings of infolet pages on the home page.