Difference between revisions of "Employee Portal Page Configuration"

Revision as of 10:34, 18 January 2021

Home > Applications > Collaboration > Employee Portal > Page Configuration

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.

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.

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.

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

Add Page Widgets

Available 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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-{{bluebanner|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > [[Employee Portal]] > Page Configuration|}}
+{{bluebanner|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > [[Employee Portal]] > Page Configuration|[[:Category:Collaboration|Index]]}}
 {|style="width: 100%"
 |- valign="top"
 |style="width:73%"|
 ==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 pages for your users.
+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.
 |style="width:5%"|
 |
@@ Line 10: / Line 10: @@
 == Related Articles ==
+:* [[Page Manager| Page Manager - Beta]]
+:* [[Employee Portal Widgets]]
 :* [[Manage Employee Portal|Employee Portal Administration]]
 :* [[Employee Portal]]
-:* [https://community.hornbill.com/topic/17090-employee-portal-preview-release/ Employee Portal Feedback]
+:* [[Service Domains Administration|Service Domains]]
+:* [[Configuration of Hornbill Web App in Microsoft InTune]]
+:* [https://community.hornbill.com/forum/155-employee-portal/ Employee Portal Feedback]
 |}
-== Configuring a New Page ==
+== Roles and Rights ==
-After you have applied branding, your chosen colour scheme, and headings, is time to start configuring the new page for your employees.
+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 Domains Administration#Domain Owners|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.
+<br>
-The first page would be the Company Home Page. You need to have the ''Home Page Manager'' role in order to do this.
+== 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.
-* Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the '''Company Home''' button.
+:* '''Exit Design Mode'''
-* This will show you a message saying that the page does not exist and a button to create it (in some cases the Company Home Page will be predefined, in such case skip to the Page Designer part).
+:: Click this option will return you back to the originating page
-* Click create and fill the form. You can create a different version for Users and Basic Users or the same for both.
+:* '''Status'''
-* Once the page is created it will show you the preview with the page designer on the right-hand side.
+::* '''''Draft'''''
-** Page Designer
+::: Changes have been made to the page but are not yet published. These changes will not be visible to users until published
-*** You can add new widgets by clicking on the "Add Widgets" button and drag the widget to the list down below.
+::* '''''Published'''''
-**** [[File:Service-catalog-designer-drag-widget.png]]
+::: All changes made to the page have been saved and published.
-*** Almost every widget can be customised by clicking on the pencil icon next to the widget. For example, here you can see the Services List widget. It can display services for a specific domain or all domains. Also it can show the services as tiles or as a list. This is good when you have a long list of services.
+:* '''Visibility'''
-**** [[File:Service-catalog-edit-services-list-widget.png]]
+:: 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.
-'''NOTE:''' Don't forget to Publish the page settings, otherwise it will remain in Draft mode and users will not see the changes.
+<br>
-[[File:Service-catalog-publish-button.png]]
+== Page Details ==
+Once in ''Design Mode'' the ''Page Details'' configuration box is made available on the right hand pop-out panel.
 <br>
-<br>
-=== The Page Layout ===
-Consists in four columns and multiple rows.
-A widget can be added to span between one four columns.
+[[File:pagedetails.png|right|border|350px|link=https://wiki.hornbill.com/images/3/3a/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.
+{{infobox|If ''All Users'' is one of your selected visibility versions, this will supersede both ''User'' and ''Basic User'' versions.}}
+=== [[Employee Portal Widgets|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==
+[[File:pagewidgets.png|right|350px|link=Employee Portal Widgets]]
+==== Add Page Widgets ====
+{{Bullet1|[[Employee Portal Widgets|Available Widgets]]|The list of [[Employee Portal Widgets|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.
-[[File:Service-catalog-designer-change-columns.png]]
+==== 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 [[Manage Employee Portal#Body|Page Body]]
-Rows have fixed heights but the first and last rows are flexible. The first one has a limitation to prevent the layout to become unuseful but the last row is fully flexible. This way you can place widgets that can take big space such as a workspace.
+==== 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.
+[[Category:Collaboration]]