The startpage a user sees upon logging in is configured at the profile level.
For example, if John belongs to the Production profile, you would change John’s startpage via the Production profile. Please note that all users belonging to the Production profile will share the same startpage.
You can find this setting under:
Administrator » Profiles » (Profile Name) » General Settings » Startpage.
Key Rules for Startgages
- Each user can belong to only one profile.
- A profile can have only one startpage.
Types of Startpages
A startpage can be one of the following:
- Blank Page No startpage is selected, and the user is presented with a blank page upon login.
- Direct Link to “My Cases” The user is taken directly to their “My Cases” section.
- Direct Link to “My Documents” The user is taken directly to their “My Documents” section.
- Navigate Links to the User’s Last Visited Category The system navigates to the most recently accessed category by the user.
- Specific Document This option is ideal if you want to use, for example, a process map in the form of a layout document as the startpage.
Note: The prerequisites for all the options mentioned above are that the system/profile must have access to all modules in the AM System.
How Do I Create a startpage?
The First Four Startpage Types
The first four startpage types in the list above are straightforward and require no further explanation. They also do not need any document creation for their respective functions.
Specific Document
The Specific Document option is perhaps the most common choice for a startpage and likely the most requested feature. The document doesn’t need to be of a particular type—it can be a standard text document, a layout document, or even a bundle containing a mix of text and layout documents.
❗ Note: If the document is published in a category that a user cannot access, the user will not be able to view the document, even if it has been selected as the startpage for their profile.
Common Use Case: Process Map as a startpage
Most customers create a process map in a layout document and set it as the startpage. Regardless of the document type you choose, ensure:
- The document is published (not just a draft or template).
- Users in the profile have access to the document.
Updating the startpage
When a specific document is chosen as a profile's startpage, you update it just like any other document. This means that when you create and publish a new version, users in the profile will see the latest version. Therefore, you do not need to change the setting just because a new version of the document has been created.
Important Notes on Bundling
❗ Recommendation: Avoid using the document type Bundle as a startpage.
- A Bundle is treated as a single document by the system, with all pages sharing the same document number.
- This means a Bundle can only have one process owner, which can be problematic if multiple process owners are involved in the various parts of the bundle.
- If a Bundle is selected as the startpage, users will always be directed to the first page of the bundle. Currently, the system does not support selecting a specific page within the Bundle as the startpage.
By understanding these guidelines, you can effectively choose and configure the appropriate startpage for your profiles in the system.
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