Home profiles

Choose what different groups of people see on their home screen.

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A home profile decides what each kind of person sees first: their shortcuts, the cards on Today in the mobile app, and the widgets on each web dashboard view. A profile never grants access. Anything a person cannot open is left out, whatever the profile lists. Open Home profiles under Settings. You need the Manage home profiles permission.

Four profiles are built in: HR, Manager, Field sales and Employee. You can edit them but not delete them.

How a person's profile is chosen

A profile that names the person directly wins.
Otherwise the profile with the lowest Priority number that matches the person is used. A profile matches if the person holds one of its roles or meets its rule.
If nothing matches, the person sees the everyday shortcuts and no profile cards.

Rules let you match people without listing roles:

Anyone with direct reports matches managers, whatever their role.
Can record field visits matches field staff.
Everyone matches all people and is useful for a final default with a high priority number.

Someone who manages people but uses another profile, such as an HR officer with a team, also gets the Your team today card at the end of Today.

Create or edit a profile

Choose New profile, or Edit from a profile's actions.
Enter a name and priority, then choose the roles and the rule it applies to.
Choose up to six Shortcuts in order. The mobile app shows the first four that have a mobile screen; items marked Web only appear only on the web dashboard.
Choose the Mobile Today cards in order.
For each dashboard view, choose the widgets and their order. Widgets you leave out remain available to people in Edit dashboard.
Save.

New profile: enter a name (1), choose the roles it applies to (2) and pick its shortcuts (3).

Changes apply the next time people open Today or the dashboard. People who chose their own shortcuts keep them until they choose Use my profile's. A person's own dashboard layout also takes precedence over the profile.

Delete a profile

Deleting a custom profile moves its people to their next matching profile. Their own shortcuts and dashboard layouts are kept.