Configure Homepage Templates

Homepage Templates let you create personalized homepage experiences that give users the information they need, right where they need it. With an intuitive drag-and-drop designer and configurable widgets, you can tailor layouts for specific roles, teams, or individuals, helping everyone start their day with the most relevant insights front and center.

Whether you’re managing a sales team, supporting customers, or monitoring operations, Customizable Homepages make it easy to surface what matters most.

Benefits:

Personalization: Create unique homepage experiences tailored to specific users.

Role-Based Layouts: Assign layouts to Users, Security Profiles, Functions Groups or Master Sites.

Productivity Boost: Centralize the most important data and actions for faster decision-making.

Flexibility: Modify layouts anytime using drag-and-drop controls and configurable Widgets.

Consistency: Use Templates to ensure branded, standardized Homepages across your organization.

Who Can Use It

The ability to View, Create, Modify, or Delete Homepage Templates depends on your Security Permissions.

Only users with the appropriate permissions can create or assign Homepage Templates.

Permissions are managed in the Homepage Templates Security Permissions section of your admin settings. For more information, see Homepage Templates Security Permissions.

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