Home Application Setup

The Home application gives account users an overview of their and the company's business performance, what they need to know and what they can or need to do.

Refer to the following topics:

Homepage and Dashboard Setup – Describes the elements of the classic homepage and dashboards that can be configured and controlled by account administrators.
Wizards – Describes the tools available for maintenance tasks on the homepage (wizards).
Next-Generation Homepage Setup – Describes how to copy the next-generation homepage setup from one employee to other employees.
Calendar Customization – Describes the elements of the calendars that can be configured and controlled by account administrators.

Note:

The next-generation homepage is an optional feature. To enable the feature in your company's account, contact SuiteProjects Pro Support.

When enabled for your company's account, the next-generation homepage is available in addition to the classic homepage because it does not yet offer a new solution for all the classic homepage functionality.

For a general description of the Home application, see Home Application under the User Guide.

Access Control

The following role permissions control what users can do in the Home Application. For more information about roles and role permissions, see Roles Overview.

Role permission	Flag	Employees with this role permission can
Modify the Dashboard message	`role_ma_dashboard_edit_message`	Edit the meassage board on the dashboard. See Message Board.
Bulk employee change wizard	`wizard_bulk_user_change`	Use the bulk employee change wizard. See Wizards.
Expense report attachment deletion wizard	`wizard_envelope_attachment_purge`	Use the expense report attachment deletion wizard. See Wizards.
American Express receipt import wizard	`wizard_envelope_amex_import`	Use the American Express receipt import wizard. See Wizards.
Bulk task change wizard	`wizard_bulk_task_change`	Use the bulk task change wizard. See Wizards.
View company status on dashboard	`role_ma_view_account_status`	View the Company status portlet. See My Status and Company Status.
View employee status on dashboard	`role_ma_view_user_status`	View the My status portlet. See My Status and Company Status.

Role permission

Flag

Employees with this role permission can

Modify the Dashboard message

role_ma_dashboard_edit_message

Edit the meassage board on the dashboard. See Message Board.

Bulk employee change wizard

wizard_bulk_user_change

Use the bulk employee change wizard. See Wizards.

Expense report attachment deletion wizard

wizard_envelope_attachment_purge

Use the expense report attachment deletion wizard. See Wizards.

American Express receipt import wizard

wizard_envelope_amex_import

Use the American Express receipt import wizard. See Wizards.

Bulk task change wizard

wizard_bulk_task_change

Use the bulk task change wizard. See Wizards.

View company status on dashboard

role_ma_view_account_status

View the Company status portlet. See My Status and Company Status.

View employee status on dashboard

role_ma_view_user_status

View the My status portlet. See My Status and Company Status.