Set the landing page for a user based on their log in details

Andrew Bereszczak-Adams

Hi Guys

 

Is it possible to set the landing page for a user based on their log in details?

 

For example:

Sharon, the CEO want to go straight to her executive dashboard after she clicks 'Log in with my Windows Account', whereas Bob, the Team Leader want to go straight to the tabular payroll data for his team when he clicks 'Log in with my Windows Account'.

 

Any ideas or solutions?

 

Best Regards

Andrew

 

 

Helmut Heimann

Hi Andrew Bereszczak-Adams,

 

there are three ways to achieve this:

 

1. the easiest way--make use of the user's pinboard !

2.Set up a start-screen which shows nothing but will be used to trigger a procedure that decides which screen will be next to open and opens this screen

3. Set up a capsule design according to job-roles and use solution 2 to navigate or use the opportunities of folder profiles.

 

The second and third solution are more time-comsuming to implement and not easy to maintain--but, nonetheless possible.

I'd go for the first approach.

 

Hope this helps!

Kind Regards,

Helmut

Björn Reuber

Hi

 

there is also a further option.

you can provide different URI to the Users, depending on their Jobposition, which are containing the link to the Capsule they should open on login.

 

So CFO will open

http://BOARD_Server/#/screen/?capsulePath=ExecutiveDashboard.cpsx

while a Teamleader will open

http://BOARD_Server/#/screen/?capsulePath=Team_Payroll.cpsx

 

Regards

Björn

Unknown

Another option might be to make use of Label Visibility and/or Label Enabled.  All users would arrive at the same screen, but they can then only select one or more labels (that when clicked will take them to their personal screens). Of course each label needs to be linked to a procedure that takes you to another screen.

Which labels can be used by each user can be triggered by maybe a user Entity (e.g. User 1, User 2 etc.).  You might also use a Custom Selection Script to enforce the correct User name when you log in.

When User 4 logs in below, he/she can only click on the three buttons that I have highlighted:

 

Andrew Bereszczak-Adams

Thanks for your response Helmut Heimann - very helpful.

Andrew Bereszczak-Adams

Thanks Phil Marshall - this looks well worth me investigating further.

Brendan Broughton

Similar to option 2/3 proposed by Helmut Heimann  but you can avoid the requirement for a procedure through use of the 'action value' in the label layout.  This makes it easier to administer and allows it to be done by a power/lite+ user as it doesn't require editing of procedures.

 

This just requires a text cube containing the relevant screen name(s) (for whatever level you need, by user or related/grouped entity).  Clicking the label will take the user to the screen with the name that is showing in the 'action value' block.

 

You could then have a single capsule which contains all screens, and different 'home screen' versions for different user types, and make use of this action value in a label to jump the user to their relevant home screen when they click the label.  The only additional thing needed to be maintained is the cube used for the 'action value' block.

Andrew Bereszczak-Adams

Thanks Brandan