New Homepage Setup

Overview

The New Homepage is a configurable dashboard experience in the Care Portal that replaces the default homepage with role-based Widgets and Dashboards. Before it is available to users, it must be activated per environment in the Admin Portal.

For an overview of how the New Homepage works in the Care Portal, see New Homepage. For Designer configuration (creating Dashboards and Widgets), see New Homepage Configuration (Designer).


Activation

By default, the New Homepage is disabled. While disabled, it is available for testing at:

https://{Url}/{tenantName}/{instanceName}/new-home

This allows you to configure and test Dashboards and Widgets without affecting other users' existing Homepage.

Steps to Enable

  1. In the Admin Portal, navigate to Feature Settings.

  2. Select the environment you want to enable the New Homepage for. (The New Homepage is enabled separately for each environment.)

  3. Click Edit Config.

  4. Enable the New Homepage toggle.

  5. Save the configuration.

  6. Users must refresh the Care Portal page. After refreshing, the New Homepage will load by default when clicking the Homepage icon.

Note: The New Homepage is configured and enabled independently for each environment in your organization.

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