Site Homepages

The Site Homepages allows you to create a customisable home page for user navigation. Using the dashboard builder, you can design a responsive home page layout with a simple point-and-click interface. Users with specific access permissions to a site can view the corresponding dashboards within that site. With the dashboard builder, you can quickly and easily build page layouts with multiple rows and columns without complicated tables or code.

With the release of version 5.9.0, we have refreshed font styles and avatars for a modern aesthetic and a more visually appealing user experience.

To start, navigate to the

Home

page, and select

Edit

in the top right-hand corner of the screen.

The

Home

page opens in Edit mode.

First, enter a

dashboard name

. This is displayed when a user views the

Home

module.

Click

Column chooser to

select how many columns you want to display in a section.

You can select 1, 2, 3 or 4 columns. Additional layout options for multiple columns allow you to select the width of the columns in the layout.

To select the background colour for the

Home

module, select

Background

colour to display a colour picker.

Once you have set up how many columns you want and the colour settings, you need to add a new section. To do this, select

Add section

.

A new

blank section

opens.

Click the red X (

Remove Section

) to remove a section.

The

Remove Section

screen opens.

If you select

Remove

all panels in a section are removed. Select

Save

to save your changes.

Once you have added a section, you can add panels to it. To add a panel, select

Add panel

.

The

Add panel

screen opens.

From the

Add panel

screen, you can choose what information you want to have displayed on your

Home

page. Each panel is described in Types of panel.

To edit a panel, navigate to

More actions

>

Edit

for the panel you want to edit.

The

Edit panel

screen opens.

Make any changes and select

Save

. Select

Save

again in the section, to fully save your changes.

To remove a panel, navigate to

More actions

>

Remove

for the panel you want to remove.

The

Remove panel

screen opens.

Select

Remove

to remove the panel.

Once you have added your panels, please ensure you save your changes by clicking

Save

in the top right corner.

Your panels will be saved and displayed in the

Home

module of your site.

You can preview your Home module before saving it to check it looks as intended. Click

Preview

while you edit your dashboard.

Select how you want to preview the dashboard.

You can select from either:

A popup window opens to show you what the dashboard looks like in your selected window.

There are Site Homepages permissions for different user roles.

The September 2024 release introduces custom pages, providing an alternative to the existing site homepages. These custom pages offer benefits such as pagination, improved flexibility in organizing group contacts, and a customizable sort order in the People panel.

Here are some benefits of combining site homepages and custom pages:

Custom Pages and Site Homepages can be used interchangeably by clients within Sites for default dashboards.