Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A customized dashboard of constantly monitored data is helpful to service managers and MSPs, especially when accessible right after logging in. MSPbots has a new feature that allows users to set a homepage on the appcustomization of the MSPbots app's homepage for your clients. This article shows how you can customize the MSPbots homepage for your clients. do this from User Management, the Dashboard tab, and your chosen dashboard.  

Table of Contents

The procedure below is for administrators. Before you start, make sure you are logged in to MSPbots as an administrator. 

How to

...

customize your client's homepage from User Management

  1. Navigate to Settings > User Management.
    settings user management 
  2. Select the user for whom you are creating the homepage and click the Edit button beside the username.
    edit user homepage
  3. On the Home Page field, select the dashboard that should appear on the homepage and click Confirm.
    edit homepage
  4. Verify the new setting on the MSPbots app homepage. The selected dashboard should now appear as the homepage. 

How to

...

customize your client's homepage from the Dashboards tab

  1. Navigate to Dashboards and find the dashboard that you want to appear on the homepage.
    set homepage from dashboards
  2. Click on the ellipsis button on the right and select Home Page.
  3. On the Select Default Homepage window, select the user for whom you are creating the homepage then Confirm.
    set default homepage 
  4. Verify the new setting on the MSPbots app homepage. The selected dashboard should now appear as the homepage view. 

How to

...

customize your client's

...

homepage from a dashboard 

  1. Open the dashboard that you want to set as the homepage. 
  2. Click the Home Page icon. 
    homepage icon
  3. On the Select Default Homepage window, select the user for whom you are creating the homepage then Confirm.
  4. Verify the new setting on the MSPbots app homepage. The selected dashboard should now appear as the homepage view. 

...