How can users define their homepage & add or remove favorite pages?

This article shows managers how to save pages they frequently visit by marking them as favorites and, conversely, removing a favored page.

Overview

Users can navigate in Decision Logic’s platform faster by defining their home page layout upon login and favoriting frequently visited pages or features. Adding favorites as a user’s home page can be found on the User Favorites page on the web browser or by simply clicking the Star icon (⭐️) next to a page in the navigational panel.

Clicking the Star icon will add the page to the bottom of the list on the Favorites tab. Conversely, clicking the Star icon on an existing favored page will remove that page from the Favorites list.

At least one page must be favored for the Favorites section to appear on the navigation panel. Users cannot select subpages from the User Favorites page.

 

Add Favorite Pages

Simply click the star icon next to a navigation page. Additionally, users can follow the steps below to add a favored page if they choose not to click the Star icon.

 

 

Begin by navigating to:

Maintenance > Company > User Favorites

 

  1. Select a User the changes will impact.

    1. Users can only select themselves unless they have permission to access multiple users.

  2. Highlight the page from the Available Pages box.

  3. Click the right arrow in the middle to move to the Favorites box.

    1. You can adjust the list layout by clicking the Up or Down button.

       

  4. Define where you will land upon login by selecting an option from the Home Page dropdown.

  5. Click Save.

 

Remove Favorite Pages

Users can click the star icon next to an already favored page, or follow the steps below.

 

 

Begin by navigating to:

Maintenance > Company > User Favorites

 

  1. Select a User the changes will impact.

    1. Users can only select themselves unless they have permission to access multiple users.

  2. Highlight the page from Favorites that you would like to remove.

  3. Click the left arrow in the middle to move to the Available Pages box.

  4. Define where you will land upon login by selecting an option from the Home Page dropdown.

  5. Click Save.

 

Check out these helpful links.

Where & how do I create profiles?

Where & How do I create users?

Where can I view the User Access Report?

How do I change my forgotten password or update an existing password?

 

© 2024 Knowledge Management Systems, LLC. Decision Logic. All Rights Reserved.

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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.



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