Configure landing pages

A landing page is the page that users see when they log on to the application. You can configure different landing pages for different groups of users and control whether users can set their own landing page.

Overview of landing pages

You can configure the landing page for both desktop and mobile clients.

  • For desktop clients, you can select any page as the landing page.
  • For mobile clients, you can select a Dashboard page as the landing page.

The application follows the rules below to pick the landing page for a user. The rules apply to both desktop and mobile users.

  • You define landing pages for users.

    If a user does not have access to or does not have the admin-defined landing page, the first Dashboard page in the user's Dashboard menu becomes the user's landing page.

  • If you allow users to set their own landing page, the landing page set by individual users becomes their landing page.

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Configure landing pages for users

As an administrator, you can configure different landing pages for different groups of users. You can also select whether individual users can set their own landing pages to override your configurations.

Add landing pages

To add landing pages for groups of users:

  1. Click the Administration button in the masthead.

  2. From the Administration menu, click System Appearance Customization > Configure PPM Landing Pages to open the Landing Page Customization page.

  3. Click Add New Landing Page to set up a landing page for a certain group of users, and then click Update.

    Field Description

    Module

    Page

    Use these two fields to select a Dashboard page as the landing page:

    • Module. Select the module where the target Dashboard page belongs.
    • Page. Select the target Dashboard landing page.
    PPM URL

    To use a specific PPM page other than a Dashboard page as the landing page, enter its relative URL in the PPM URL field.

    Note: The value in the PPM URL field overrides the values in the Module and Page fields.

    Security Groups

    Click Add New Security Group and select the target group.

    Users in any of the added security groups use the target page as their default landing page.

    If no security groups are added, the field defaults to Any. All users use the target page as their default landing page.

    Note: When both Security Groups and Org Units are specified, the target landing page applies to users in any of the security groups or org units.
    Org Units

    Click Add New Org Unit and select the target org unit.

    Users that are in any of the added org units use the target page as their default landing page.

    If no org units are added, the field defaults to Any. All users use the target page as their default landing page.

    Note: When both Security Groups and Org Units are specified, the target landing page applies to users in any of the security groups or org units.
    Applies to

    Select the device on which the target landing page is used for the group of users:

    • Mobile only . The target landing page is used as the mobile device landing page for the group of users.

      Note: You can select this option only when you select a Dashboard page as the landing page.

    • Desktop only . The target landing page is used as the desktop device landing page for the group of users.

    • Desktop and Mobile . The target landing page is used as the landing page for the group of users in both their mobile and desktop clients.

      Note: You can select this option only when you select a Dashboard page as the landing page.

  4. Repeat the step above to add landing pages for other groups of users.

How PPM picks admin-defined landing page for a user

From the list of landing pages you have added, PPM picks a user's landing page based on the following rules:

  1. Start from the landing page on top of the list.
  2. If the user does not have access to the module, go to the next line.
  3. If the user is using a different device than defined, go to the next line.
  4. If the user belongs to any of the specified security groups or org units, PPM picks this page as the landing page. If not, go to next line.
  5. If none of the pages in the list applies, PPM picks the user's first Dashboard page as the landing page.

Adjust the priority of landing pages

The landing page rule added last has the highest priority by default. You can adjust a rule's priority.

  1. Hover over the icon in the Priority column of a landing page rule.
  2. Drag and drop it to the target row.

Delete or modify a landing page rule

To delete a landing page rule, click the Delete button in the corresponding rule row.

To modify a landing page rule:

  1. Click the Edit button in corresponding rule row.
  2. Modify the Module, Page, PPM URL, Security Groups, Org Units, or Applies to settings of the rule.
  3. Click Update to save your changes.

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Allow users to set their own landing pages

If you allow users to individually set their own landing pages, the landing pages they set overrides the landing page you configured for them.

  1. On the Landing Page Customization page, use the following options to decide whether you allow users to set their own landing pages:

    Allow users to pick their desktop landing page

    Select this option to allow users to set their own landing pages in the desktop client.
    Allow users to pick their mobile landing page (Dashboard pages only)

    Select this option to allow users to select a different Dashboard page as their landing page in the mobile client.
  2. At the bottom of the page, click Save Landing Page Configuration.

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See also: