Configuration > Home Configuration
Home Cards Reference
When configuring Home, you select "Cards" to determine what functionality is available to the user. These cards are divided into Primary Cards (main content views) and Secondary Cards (supplemental widgets). Primary Cards These cards act as the main ...
Manage Shared Searches
The Manage Shared Searches tool provides a central location to oversee the saved searches that have been shared with user roles. A Saved Search is a user-created preset that contains specific filter criteria and optionally a custom column ...
Bulk Update Messages
The Bulk Update Messages tool allows you to broadcast an announcement to multiple user groups simultaneously. This is particularly useful for time-sensitive updates (e.g., "Term 1 Grades are due on Friday") where you need to reach everyone regardless ...
Adding and Editing Home Configurations
A Home Configuration defines exactly what a user sees when they access Home for a specific form. You can create multiple configurations for a single form to tailor the experience for different audiences (e.g., a simplified view for "Teachers" and a ...
Global Home Settings
The Global Home Settings page allows you to control the look and feel of the application for all users, as well as configure system-wide navigation options like the Help button. To access these settings, select Global Home Settings from the top of ...
Navigating the Home Configuration
This article explains the layout of the Home Configuration module to help you locate the settings you need. The interface is organized into a split-screen layout, with navigation on the left and configuration tools on the right. The Side Menu The ...
How to Access Home Configuration
The Home Configuration module provides the tools necessary to control and customize legacy dashboard and the new Home experience for your organization. This module allows you to configure global settings (such as branding and help links) and define ...