Administering : Managing members : Customizing the home page for user roles
  
Customizing the home page for user roles
As an administrator, you can customize the workspace home page for each user role by configuring the My Home attribute. You can specify the tabs to be inherited by a specific user role to ensure that all the members of that user role can access the same data. For example, you can specify the tabs that a user can inherit from a Release Manager user role. A workspace user cannot make any changes on the inherited tabs. However, the workspace user can add new tabs and windows, if required.
Before you begin
To customize the workspace home page for a user role, you must be a workspace administrator.
Procedure
1 Log in to the workspace as an administrator.
2 Click the Settings icon Settings icon and then, from the Members group, click Manage.
The user roles and the members belonging to each user role, in the workspace are listed.
3 Select the user role for which the home page is to be customized.
4 Click the General Information tab.
5 Click to edit the My Home attribute.
To
Complete the following step
arrange the windows in the home page
Use the arrow keys.
The arrangement of inherited windows cannot be changed.
change window settings
Click Edit window in the window toolbar, and then make the required changes.
delete a window
Click Delete window in the window toolbar.
Inherited windows and the About Focal Point® window cannot be deleted.
copy or move windows from one tab to another
Use the Copy or Move window to tab icon on the window toolbar.
6 Click Create tab to add new tabs. Double-click on the tab title to edit the title.
7 Click Delete tab to delete a tab.
Inherited home page tabs cannot be deleted.
8 Click Add Window to add new windows.
9 Click Preview to preview the home page window.
Results
The home page is customized for all the members of the selected user role.
See also
Workspace permissions
Member access
Member attributes
Managing members