N O T I C E


MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!


You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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 app. This article shows how you can customize the MSPbots homepage for your clients. 

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

How to set up the 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 by going to the MSPbots app homepage. The selected dashboard should now appear as the homepage. 

How to set up the client's homepage from Dashboards

  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 by going to the MSPbots app homepage. The selected dashboard should now appear as the homepage view. 


  • No labels