Employee Portal Page Configuration

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Introduction

The main Employee Portal page and the pages associated to each domain offer a wide variety of widgets and configuration that allow you build the perfect experience for your users.

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Roles and Rights

The configuration of each page within the Employee Portal can be governed by granting users specific roles.

  • Collaboration Role
This role has been updated to include the application right CanManagePage. This right grants the general ability to manage pages. This will be required for Service Domain Owners who will have the ability to create and manage a Service Domain page. In the future, this right will also give any collaboration user the ability create an manage a personal page. Basic Users will not have this ability.
  • Home Page Manager
This Role grants the rights to manage the main Company Home Page. It includes the application rights CanManagePage and canManageCompanyPages
  • Domain Owner
Whilst not strictly a role, a user who is configured to own a Domain, will have the rights to add, edit and remove Domain Pages for Domains they are an owner of, on the Employee Portal.


Design Mode

A user that has the Home Page Manager role or they have been added as the owner of a Service Domain, will have a Cog button available within the header of the page. Clicking on this cog will take the user into the Design Mode for that page. Once in Design Mode the following information is displayed.

  • Exit Design Mode
Click this option will return you back to the originating page
  • Status
  • Draft
Changes have been made to the page but are not yet published. These changes will not be visible to users until published
  • Published
All changes made to the page have been saved and published.
  • Visibility
A page can be made visible to different types of users. Basic Users, Users, or All Users. This shows the current visibility version that is being viewed.


Page Details

Once in Design Mode the Page Details configuration box is made available on the right hand pop-out panel.

Pagedetails.png

Edit Page Details

  • Name
This is the main title in the header of the page. If this is left blank, the user is presented with a friendly greeting in its place.
  • Short Description
This will be displayed in a small font, under the page name.
  • Visibility Versions
A single page can have different configurations depending on the types of users accessing the page. This allows you to add widgets that are particular to each type of user.
  • Current user visibility versions
These are the currently used visibility versions for this page. Selecting a version from this list will switch to the design mode to this selected version.
  • Add new user visibility version
Add a user visibility version to the list of Current user visibility versions
  • Remove this user visibility Version'
This removes all the configuration for the currently selected version.
  • Revert to Published Version
If you have made a number of changes and you would like to revert back to the published version, selecting this will clear the current draft version.
Information
If All Users is one of your selected visibility versions, this will supersede both User and Basic User versions.

Widgets

Widgets bring your page to life. In this section you can select and configure the widgets that you would like to use on your page

Available Widgets

Pagewidgets.png

Add Page Widgets

The list of available widgets for the currently selected application. From this section you can use your mouse to drag and drop the widget to the Page Widgets section to add the widget to the current page.
  • Application Selector
Select each application to see the widgets that they offer

Page Widgets

Widgets which have been added to the page, can then be configured, sized and if needed hidden using the icons visible when hovering over each icon's name.

Hide Widget

Use the eye icon to decide if the widget should be visible on the page. This feature is useful if you are editing your page and you don't want to delete and remove a widget from the page, but you also don't want it visible.

Edit Widgets

  • Configure
Each widget will include a number of options to set the information that will be displayed. These will vary from widget to widget.
  • Style
Configure the margins, colors, and background. Some colors may default to the settings in the Page Body

Widget Width

The body of each page is divided into four columns. Each widget can be set to span across one or more of these columns. Reducing the width will allow for more than one widget to be displayed in a row.

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