Assigning customized home pages

As an administrator, create and assign custom designed landing pages to your users to enhance the user experience. Instead of a generic landing page where users need to filter through the content, provide personalized landing pages that are tailored for various groups of end users based on their roles and needs. You can create pages with information that is relevant to their tasks and roles, which helps them quickly start their activities.

To facilitate efficient and effortless navigation, you can:

  • Assign personalized home pages to end users so they can easily locate what they need.
  • Redirect users to a custom designed landing page that suits their requirements after they submit a request.

Required license

DWP Advanced icon.pngBMC Helix Digital Workplace Advanced

Related topics

Managing-pages-in-the-Studio

Sample-pages

Scenario: Assigning a home page

Allen is an administrator of BMC Helix Digital Workplace at Apex Global. Allen wants to display different home pages for the employees who work in the marketing team and for the employees who work in the sales team based on their roles and needs. He designs two home pages in Studio, Marketing and Sales, keeping the content personalized and relevant to the corresponding groups of users. 

Allen designs the Marketing page with the following considerations:

  • Marketing teams frequently need to refer to the corporate branding strategies, guidelines, corporate fact sheets, the content repositories with a standard brand color pallet, the style guide, standard icons, logos, and image libraries, and so on.
  • They usually raise requests such as a request for marketing assets, booking conference rooms for the marketing workshops, or placing a work order for banner printing or promotional materials for the event.

The Marketing page displays all the relevant content, a list of frequent service requests, and related redirect links, such as corporate event calendars, web marketing, customer engagement programs, branding tools and templates, legal, advertising guidelines, and so on.

The Sales page displays content and services according to the needs of the sales team regarding account research, customer enablement, pricing spreadsheets, contracts and quotes, best practices for sales, and so on.

Allen assigns these home pages to the corresponding audience. Users who work in the Marketing department see the home page Marketing, while users working for the sales team see the other page, Sales, after logging in to the end-user console.

Scenario: Assigning a landing page for the Post-request redirection

Allen wants end users to get redirected to the same landing pages that are used as home pages. Those pages can also contain a pane where users can see the output of their service request under active events based on their own style of operation for service requests.

Allen hides the default My Activity page and replaces it with the corresponding landing pages. Allen assigns these same landing pages—Marketing and Sales—to the corresponding audience as landing pages after request submission. Now, after submitting a request, users get redirected to their respective landing pages rather than the My Activity page.

Best practices for designing home pages

  • Identify your audience for the home page.
  • Understand the roles and requirements of the audience and their daily activities.
  • Design a page to personalize the user experience.
  • Know the information needs of users and include redirect links to the reference pages they frequently visit.
  • Add relevant services according to the probable requirements of the specific user groups. 
  • Foresee the end-user's course of actions and include the shortcuts to their related activity pages.
  • Create a user-friendly layout and include relevant banners to offer an enhanced visual experience.
  • Add the Active events section to your landing page so that it will provide real-time information about the user's requests.
  • Add catalog items to the My Favorites section to personalize which services are shown. To learn more, see Managing-your-favorite-catalog-items.
  • Offer end users a jump start experience for their tasks and a reference directory experience for their information needs.

Before you begin

You can create a default home page or create multiple home pages. To learn about creating pages in Studio, see Creating-pages-in-the-studio. You define rules for the assignment of home pages to the group of end users. To learn more about defining landing page visibility rules, see Evaluation-of-page-visibility-rules.

To assign the home page

  1. Log in to the BMC Helix Digital Workplace Admin console.
  2. Select Configuration > Navigation Manager.
  3. On the Homepage assignment tab, click Add page.
    Homepage Add page
    The Select Page window displays a categorized list of available pages.
  4. Select a page from the list.
    Select page window
  5. Click Save.
    The selected page is displayed on the tab along with its entitlements.

Important

You cannot assign external application pages as landing pages. However, you can add external pages to the navigation menu.

You cannot add or modify entitlements for embedded pages within the Homepage assignment tab. Entitlements for embedded pages are managed in BMC Helix Innovation Studio.

To set up the Post-request redirect page

  1. Log in to the Admin console.
  2. Select Configuration > Navigation Manager.
  3. On the Post-request redirection tab, click Add page.
    post-request
    The Select Page window displays the categorized list of available pages.
  4. Select a page from the list.
  5. Click Save.
    The selected page is displayed on the tab along with its entitlements.

Important

By default, the system redirects users to My Activity, unless you define a different rule for a user.

You cannot add or modify entitlements for embedded pages within the Homepage assignment tab. Entitlements for embedded pages are managed in BMC Helix Innovation Studio.

Examples of landing pages

Example of a home page for support team members

Support

Example of a landing page for the finance team for Post-request submission.

Finance

 

FAQ

As an administrator, refer the following section for frequently asked questions related to assigning landing pages:
 

What happens if there is a home page configured, but the user is not entitled to it?

The first page that the user is entitled to from the list is displayed as the home page. If the user is not entitled to any page from the list, a fallback My Activity page will be displayed as a home page.

What if a personalized landing page is not available to me for assigning? Or what if I could not find the desired one?

If you have designed a page in Studio, it might not have been published in Studio or it might have been deleted. You also have the option to assign either embedded or core application pages. Until the time you assign a page, the My Activity page is displayed by default.

What if a user is part of two groups? Which home page will this user see?

The user will see the page that comes first in the list of assignments in the top-down order.

Why can't I add entitlements to embedded pages when assigning them as home pages or Post-request redirect pages?

Because BMC Helix Innovation Studio creates and manages embedded pages, it also defines their entitlements within that platform. To prevent conflicts, BMC Digital Workplace disables the option to add entitlements for embedded pages in the Homepage assignment and Post-request redirection sections.

 

 

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