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The procedure below is for administrators. Before you start, make sure you are logged in to MSPbots as an administrator.
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How to set up the client's homepage from User Management
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- Navigate to Settings > User Management.
- Select the user for whom you are creating the homepage and click the Edit button beside the username.
- On the Home Page field, select the dashboard that should appear on the homepage and click Confirm.
- Verify the new setting by going to the MSPbots app homepage. The selected dashboard should now appear as the homepage.
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How to set up the client's homepage from Dashboards
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- Navigate to Dashboards and find the dashboard that you want to appear on the homepage.
- Click on the ellipsis button on the right and select Home Page.
- On the Select Default Homepage window, select the user for whom you are creating the homepage then Confirm.
- Verify the new setting by going to the MSPbots app homepage. The selected dashboard should now appear as the homepage view.
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