Configure the Home Page Dashboard, Redirect URL, and/or Menu
If the Dynamic UI package is installed, configure a custom home page and/or a menu for a group's member when any user in that group logs on to ProcessMaker. A custom home page is either a dashboard that displays to the group's user or redirects that group's member to a specified URL. The redirected URL may be to an external site, such as to an organization's portal, or to a ProcessMaker location such as a specified Collection or Saved Search to which that group's member has access.
The custom home page and menu are configured separately.
See the following home page configurations for the group:
To configure the Home Page Dashboard, redirect URL, and/or Menu, the Dynamic UI package must be installed.
Select the Home Page Dashboard for the Group's Members
A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPI) to specific business stakeholders when they need it. After the group's user logs on to ProcessMaker, the dashboard displays instead of the default ProcessMaker page.
The group's member does not experience the change until the next time that user logs on.
Configure the Home Page to Redirect to a Destination for the Group's Members
Configure a custom home page for a group's member that redirects to a specified URL when that user next logs on. The redirected URL may be to an external site, such as to your organization's portal, or to a ProcessMaker location such as a specified Collection or Saved Search to which that group's member has access.
See the following sections for information to redirect to a Collection or Saved Search since both require unique conditions to configure properly: