Serraview Home Page Customization
The home page of Serraview should be customized based on what modules the user has access to or based on roles. For example:
- Executive users provided with dashboards from Insights
- Users without access to Service Requests or Scenario Plans have those tabs hidden
- Workplace admins summary of validation required
- If Service Requests aren't used, system administrators should have the option of hiding it from the home page navigation.
- The links available on the navigation bar should be based on a user's role. For example, if the user doesn't have access to BOS, that module should not be displayed on their home screen or navigation menu.
Adminjessiqa.greenblatt@eptura.com
(Admin, Eptura)
shared this idea
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Abby Pugh
commented
An overall dashboard/gauge could be displayed when we log onto our home page of Serraview. This would demonstrate the occupancy details straight away. Thre could be a gauge that is Green for good, Amber for approaching and Red for action.
This may prompt activity. -
Stephen Holmes
commented
In the home default screen, that shows the dashboard view, can we edit what we have appear in the dashboard to our most frequently used features? At the moment I can see three boxes, with on space, can we configure the fourth space for, say, reports to show the most frequently used reports?
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Angela Watson
commented
This would be particularly useful for 'General/read-only' users that only use Serraview to look at floorplans and run an occasional report.
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Tyler Grow
commented
It would be nice to have a "favorites" list or section on the home page, to grab reports or links that you regularly pull. Or an option to edit quick links.