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Set the landing page and default dashboard

Two server settings shape what users see first: the Default Landing Page opens right after sign-in, and the Default DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. is the dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. that opens for everyone who hasn't set their own.

The two settings answer different questions. The landing page decides which page users see first — it can be any page in the platform, not only a dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance.. The default dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. doesn't affect what opens after sign-in at all; it decides which dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. the DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. area shows whenever a user opens it. To greet users with a specific dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. right after sign-in, set only the Default DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance.: an empty Default Landing Page already opens the DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. area, so there's nothing to configure there. If the landing page currently points somewhere else, clear it or set it to /Dashboard.

Prerequisites​

  • The Edit Server Settings server permission. The Default Landing Page alone can also be changed with the Can Customize permission.

Steps​

  1. Open the Admin area, select Server Settings, then the General Configuration tab.
  2. Set the Default Landing Page — the page shown to users immediately after sign-in. Leave it empty to keep the default, the DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. area. Otherwise enter an internal, relative URL: navigate to the target page, copy the URL from the browser's address bar, and remove the server part, so https://example.igrafxcloud.com/Process/demo/obj/6051 becomes /Process/demo/obj/6051.
  3. Set the Default DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. — pick it from the list, which groups dashboardsDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. by repository. It opens for any user who hasn't set a personal default; a user's own choice always wins over this setting. If neither is set, users get the first dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. they're allowed to view.
  4. Click Save.

Both settings apply server-wide, across all repositories.

Verify​

While signed in, open your platform's root URL — for example https://example.igrafxcloud.com — and it redirects to the landing page you set, the same as it does right after sign-in. The DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. area then opens on the chosen dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance., unless you've set a personal default of your own.