Knowledge Base

Create and Manage Your Portal's Homepage

The homepage, also known as dashboard, is the central landing page of your portal. Here you can find a slider, navigation tiles, news items, quick links and other widgets such as the Bynder Express and the Creative Workflow widget. Find out below how you can manage the information displayed on your homepage and customize it according to your wishes.

Who Can Access the Homepage?

By default, all users have access to the portal's homepage. If necessary, you can restrict specific permission profiles from accessing the dashboard.

  1. Go to settings_menu.pngSettings > Users & rights > Permission Management

  2. Select the permission profile(s) that shouldn't be able to access the homepage in the left sidebar.

  3. In the Homepage section enable the Restrict access to the dashboard permission for the selected permission profiles.

  4. Click Save to save the changes.

Read more about managing permission profiles here.

Alternative Landing Page

By default, all users are redirected to the homepage of the portal after a successful login. If the homepage is disabled for your portal the default landing page will be the Asset Bank overview page.

If these two scenarios don't work for your portal you can choose an alternative landing page. Contact your Customer Success Manager who is happy to assist you in setting this up.

Welcome Text

Use the a welcome text on the homepage of your portal to communicate with your users. Various headings can be used and links can be added.

Contact your Customer Success Manager and provide them with the text you would like to have added or modified as welcome text.

dashboard_intro.png

Welcome text

Menu Links

The portal menu plays an essential role in the navigation structure of your portal. Menu links give access to the main section of the portal, such as the Asset Bank, Creative Workflow, Brand Guidelines and Brand Templates. Menu links can also link to custom pages and external websites.

Contact your Customer Success Manager if you would like to add or modify menu links.

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Menu links

Navigation Tiles

With navigation tiles you can quickly link your users to a specific destination. You can for example link to a specific selection of assets in the Asset Bank, a specific collection, a page in Brand Guidelines or an external website. Set up an image for your navigation tile, so that users can get a quick impression of what the tile is about.

How to Create Navigation Tiles?

Navigation tiles can be set up in News Management. Read more about it here.

Quick Links

Quick Links display on your homepage and can give you easy access to some of the more commonly used sections or pages in the portal. They can also be used to link external web pages that you use frequently. Read more about quick links here.

Widgets on the Homepage

Bynder Express

Add Bynder Express to the homepage of your portal, so that users can share their files. For more information, see Share your files with Bynder Express.

Contact your Customer Success Manager if you would like to have Bynder Express added to your portal's dashboard.

Creative Workflow

You can add widgets that inform users about activities, tasks, inactive jobs and jobs that need their attention. The tasks that display are arranged in the following way: past deadlines, approaching deadlines (from the soonest to the furthest), no deadlines.

Contact your Customer Success Manager if you would like to have this widget enabled for your dashboard.

workflow-widget.png
Last Added Media

You can add the last 8 uploaded assets to the homepage as a widget or a slider.

Note

This is not the same slider as the slider used for highlighting specific news articles on the homepage.

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Last added media slider

last-added-media-widget.png

Last added media widget

Latest News

Add the widget to display the three most recently published news items in the portal. Clicking on a news item in the widget will always direct you to the news article page. A news article page features one specific news item published to the portal.

Clicking More news… under the featured articles in the latest news widget will direct you to your portal’s news overview page. On this overview page you will be able to scroll through all news items published to the portal, in reverse chronological order of the publication date.

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Slider

You can use the slider to highlight specific news articles on the homepage or to directly link to internal or external pages. For example to one of your pages in Brand Guidelines or to your company's website.

The slider automatically goes from one slide to another. Optionally, you can also hover over the slider and use the arrow buttons to browse through the available slides.

Read more about creating and managing news articles for the slider here.

Widgets on the Login Page

Would you like the login page of the portal to have the same widgets as the homepage after login. To set up your login page with public widgets custom theming update is required.

Contact your Onboarding Manager or Customer Success Manager and indicate which widgets you would like to have available on the login page.

Learn More