Predefining Default Home Page Settings for Your Customers

You can specify what controls should be shown on your customers' home pages by default. Your customers will be able to customize these preset home pages, only if they have the Home page management permission.

To preset the default Home pages for your customers:

  1. Go to Home > Interface group title menu > Home Page Presets.
  2. Click the Home page preset name corresponding to the type of users, for whom you want to predefine the home page settings:
  3. Specify what account information and statistics should be shown on the Home page by selecting the corresponding items check boxes.
  4. Specify what actions should be shown on the Home page. The Selected actions lists show the tasks for which shortcuts are already placed on the Home page. The Available actions lists show the tasks for which you do not yet have shortcuts on your Home page.
  5. Specify what actions should be shown in the drop-down menus on the Home page by selecting the corresponding check boxes.
  6. Click OK.