Assign landing pages to users

Select the page that people see when they first log in to Workforce Optimization. This page can be a Workforce Optimization page or an Insights dashboard.

NOTE   This is a new feature that is not yet generally available. If you would like early access to this feature, contact your Provider Account Manager.

Prerequisites

Page location

Application Management > Global > User Configuration > Landing Page

Procedures

Assign a Workforce Optimization page as the landing page for a user role

  1. Select the role in the Roles table.
  2. In the Landing Pages table, select the page. The page name appears next to the role in the Roles table.

    NOTE   Not every Workforce Optimization page can be a landing page. The available pages are a curated list.

  3. Click Save. When people with this role next log in to Workforce Optimization, they will land on this page. If a user is assigned multiple roles that have different landing pages, they will see the landing page assigned to the role that was most recently created.

Assign an Insights dashboard as the landing page for a user role

  1. Select the role in the Roles table.
  2. Click Insights Dashboards. A list of dashboards that you created or that have been shared with you appears.
  3. In the Landing Pages table, select the dashboard. The dashboard name appears next to the role in the Roles table.
  4. (Optional) To view the dashboard, click the eye icon next to its name. The dashboard opens in a new tab.
  5. Click Save. When people with this role next log in to Workforce Optimization, they will land on this dashboard. If a user is assigned multiple roles that have different landing pages, they will see the landing page assigned to the role that was most recently created.

Remove a landing page from a role

If a role is not assigned a landing page, people with that role see the first page in the Workforce Optimization top menu (from left to right) that they have permission to see.

  1. Click the trash can icon next to the role name in the Roles table.
  2. Click Save.

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