Working with Home Page Layouts

Service Administrators can configure and assign different home page card and cluster layouts for different users based on their predefined role or user group.

Tip:

A card on the home page is a user element that provides access to functionality. A cluster is a group of cards. See Cards and Clusters.

Considerations

• Service Administrators will always use the Default layout, which displays all cards and clusters on the home page, even if that user is also part of a user group that is assigned a different layout. The Default layout cannot be changed.
• You can assign a home page layout to the User predefined role or to a single user group only. You cannot assign a layout to multiple user groups.
• Making a card or cluster visible in a layout does not automatically grant view access to that card or cluster to the users of that layout. If a user does not have the required role to see a card or cluster, that card or cluster is not displayed even if it is set to display in the layout.
• If there is no layout assigned to a user's group, the layout assigned to the User role is used. If there is no layout for the User role, the Default layout is used.
• If a user belongs to more than one user group that has a layout assigned to it, that user will use the first layout that applies to their group in the list (sorted alphabetically by layout name).
• Changes to the home page layout are also reflected in the Navigator menu.

Creating a Home Page Layout by Copying an Existing Layout

You create a new home page layout by copying an existing layout and modifying it. When you first create a layout, it is inactive. You must activate the layout in order for your users to use it. See Activating, Inactivating, and Deleting Home Page Layouts.

1. From the home page, click Tools and then Layouts.
2. In the Actions column of the layout that you want to copy, click Actions , and then select Copy.

   A copy of the home page layout is displayed in the layout editor.

Editing a Home Page Layout

From the layout editor, perform the following actions:

1. To open the layout editor, click the name of the layout or click Actions , and then Edit
2. In the layout editor, edit the name and optionally the description of the layout. The name must be unique across layouts.
3. In Applies To, select one of the following:
   • User Group: Use the drop down menu to select a user group to assign to the layout. You can only choose one group.
   • Role: The User predefined role is selected and cannot be changed.
4. In Layout, perform these actions to customize the home page layout:
   • In the Visible column, click the check mark to toggle whether or not a card or cluster is visible on the home page.

     Note:

     At least one top level card must be visible. If a cluster is visible, it must have at least one visible card in it. If a cluster is set to Visible but all of the cards in that cluster are hidden by a user's role, that cluster is not displayed.
   • In the Order column, click the up and down arrows to modify the sort order of cards and clusters on the home page.
   • In the Move To column, click Action and select an option to move a card in and out of a cluster:
     • Top Level: Display the card directly on the home page
     • Tools: Display the card inside the Tools cluster
     • Information Model: Display the card inside the Information Model cluster

     Note:

     You cannot move a cluster inside of another cluster.
5. Click Save.

Activating, Inactivating, and Deleting Home Page Layouts

In the Actions column, click Action and perform an action:

• Activate: Changes a layout to active.

  Note:

  If you activate a layout for a user group or role that already has an active layout, you are prompted to confirm that you want to switch that user group or role to the layout that you are activating.
• Inactivate: Changes a layout to inactive.
• Delete: Deletes a layout.

  Note:

  You are prompted to confirm that you want to delete a layout. The system indicates whether or not the layout is active.