Site Homepages
Overview
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.
note
While we believe this update should not affect existing client code customisations, it's always recommended to review the changes and implement any necessary updates to ensure ongoing compatibility.
note
As of our April 2024 release, we are adding the siteID and the homePageID as classes in the CSS body, allowing for more targeted styling and ensuring that your custom styles are applied precisely to the intended pages or dashboards. This level of specificity prevents styling conflicts and enables a tailored visual experience across your site and its various components.
note
Please be aware that as of our October 2023 release, you are prompted when navigating away from the edit page to either save your changes (if any have been made) or to leave the page without saving changes.
Please note that a slightly different message may appear depending on which browser is used, but all allow you to return and save your changes.
This change will prevent the unintended loss of work when editing a dashboard.
All existing home pages will be automatically migrated to the new dashboard builder.
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.
Dashboard name, columns and colours
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.
Sections
Adding a section
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. 
Removing sections
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.Panels
Adding panels
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.Editing a 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.Removing panels
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.Save panels
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.Preview
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:
- Desktop
- Table portrait
- Table landscape and
- Mobile
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.
Custom Pages and Site Homepages
The September 2024 release introduces Custom Pages, providing an alternative to the existing Site Homepages. Custom Pages offer benefits such as pagination, improved flexibility in organising group contacts, and a customisable sort order in the People panel.
Here are some benefits of combining site homepages and custom pages:
- Custom Pages and Site Homepages are both components of the home module and can be used interchangeably by clients within Sites.
- Only one default dashboard can be created for the entire site. For example, if there are 10 Site Homepages and 5 Custom Pages, only one of these can be designated as the default. If a new Custom Page is selected as the default homepage, it will replace the current default Site Homepage.
- A Custom Page can be set as the default for one user group, while a Site Homepage can be set as the default for another user group. This flexibility allows each group to have a dashboard that meets their specific functional needs.
Custom Pages and Site Homepages can be used interchangeably by clients within Sites for default dashboards.
