Difference between revisions of "Employee Portal"
| Line 20: | Line 20: | ||
== Configuration == | == Configuration == | ||
| − | === | + | === Experimental Flags === |
The following flags have to be turned ON in order to use the portal (Home > System > Advanced) | The following flags have to be turned ON in order to use the portal (Home > System > Advanced) | ||
| Line 31: | Line 31: | ||
* '''Home Page Manager''' - Grants rights to manage the Home Page | * '''Home Page Manager''' - Grants rights to manage the Home Page | ||
** Application rights included: Hornbill Collaboration > Admin: CanManagePage, canManageCompanyPages | ** Application rights included: Hornbill Collaboration > Admin: CanManagePage, canManageCompanyPages | ||
| + | |||
| + | === Service Domains === | ||
| + | In the Admin Tool, go to ''Home > Service Catalog > Service Domains'' | ||
| + | |||
| + | There are a list of predefined Service Domain, you can add or change the properties of these. | ||
| + | |||
| + | You can also create a list of '''Categories''' for each Service Domain. If you have a long list of services, it will help you filtering those. | ||
| + | |||
| + | One or more '''Owners''' can be assigned to a Domain, this will allow a group of people to manage the page associated to that Domain. | ||
| + | |||
| + | === Service Definition === | ||
| + | |||
| + | Each service defined in the application (for example Service Manager) allows associating a Service with a Service Domain and a Category related to that Domain. | ||
| + | |||
| + | This option will appear when enabling the Employee Portal experimental flag ON. | ||
| + | |||
| + | == Defining a New Page == | ||
| + | After defining the configuration, is time to start defining the new page for the employees. | ||
| + | |||
| + | The first page would be the Home Page. You need to have the ''Home Page Manager'' role in order to do this. | ||
| + | |||
| + | * Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the '''Home''' button. | ||
| + | * This will show you a message saying that the page does not exist and a button to create it. | ||
| + | * Click create and fill the form. You can create a different version for Users and Basic Users or same for both. | ||
Revision as of 09:23, 15 October 2019
Status
Current Status: Not Released
Next Status: Preview Release - Expected - end of October
Terminology
- Service Domain - An entity in charge of grouping services and other functional items
- Page - A canvas that allows people to add widgets. Pages can be in a context of the Home Page, Service Domains or My Home (personal area)
Introduction
The Employee Portal is an area of the Hornbill Client built mainly for employees. The Employee Portal can be accessed by the URL https://live.hornbill.com/<instance-name>/
The Portal consists in a main landing page (The Home) replacing the current Hornbill Today and child pages mainly for a new area called Service Domains.
A personal page can also be created by each user called My Home.
Each page can be customised by a user or users with specific rights and each page can be customised by widgets provided by the platform or installed applications.
A different page can be created for Users and Basic Users or one page can be used for both. Basic Users will not be allowed to use certain widgets such as Workspaces or Tasks because that functionality is not available to them.
Configuration
Experimental Flags
The following flags have to be turned ON in order to use the portal (Home > System > Advanced)
- experimental.feature.core.useNewEmployeePortal - ON
- experimental.feature.core.hideOldServicePortal - ON - If you wish to Hide the old functionality such as Hornbill Today and My Services.
Roles and Rights
- Page Manager - This role grants the general rights to manage pages including My Home and Service Domains (only if owner of the domain)
- Application rights included: Hornbill Collaboration > Admin: CanManagePage
- Home Page Manager - Grants rights to manage the Home Page
- Application rights included: Hornbill Collaboration > Admin: CanManagePage, canManageCompanyPages
Service Domains
In the Admin Tool, go to Home > Service Catalog > Service Domains
There are a list of predefined Service Domain, you can add or change the properties of these.
You can also create a list of Categories for each Service Domain. If you have a long list of services, it will help you filtering those.
One or more Owners can be assigned to a Domain, this will allow a group of people to manage the page associated to that Domain.
Service Definition
Each service defined in the application (for example Service Manager) allows associating a Service with a Service Domain and a Category related to that Domain.
This option will appear when enabling the Employee Portal experimental flag ON.
Defining a New Page
After defining the configuration, is time to start defining the new page for the employees.
The first page would be the Home Page. You need to have the Home Page Manager role in order to do this.
- Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the Home button.
- This will show you a message saying that the page does not exist and a button to create it.
- Click create and fill the form. You can create a different version for Users and Basic Users or same for both.