Overview
The Equus Platform Landing Experience is a dashboard that provides a flexible and interactive way to view and manage their information. The Landing Experience is available to external client users as well as internal users.
An example of the Landing Experience when viewed as an internal user type.
Key benefits
Key to the experience is the ability to drill into, edit, search, group, filter and sort data using the widgets on the dashboard. The use of the Landing Experience is to allow users to perform the vast majority of their work from the landing page, rather than needing to navigate into individual records. It also supports prompt filters for custom widgets that utilize user reports.
Configuration steps prior to using the feature
1. Turn on the Landing Experience feature at a company level for External Client user type.
2. Configure announcements to display on the Landing Experience for external clients (optional).
3. Update security role permissions for an internal user in order to use the Landing Experience Dashboard Maintenance. Note that it is an internal user (i.e. User Type = Internal), that configures the dashboard and not an external user. (The Landing Experience Dashboard Maintenance page is shipped OFF by default).
4. Create a new dashboard or preview an existing Landing Experience dashboard as an internal user.
5. Edit Landing Experience dashboard as an internal user which includes
configuring dashboard settings including enabling internal users to view the dashboard
configure context filters and group them
6. Customize the navigation side menu bar for External Client user type - by default, no items will be displayed except for "Change Company" if an external user has access to more than one company.
7. Assign security role to a dashboard if more than one dashboard is desired for a given company.
Functions available after configuration
For Internal users
For all users
There are several standard / prebuilt widgets available on the dashboard that provide HR and business users the ability to view and manage data in a flexible and interactive way:
Custom template widgets can also be added to the dashboard.
Pre-Built Landing Experience Dashboards
There are available pre-built Landing Experience dashboards that can be used in the Equus Platform. These dashboards can be edited, copied, and deleted:
Migration of Landing Experience Dashboards
Landing Experience Dashboards can also be migrated from one Equus Platform site to another through the Migration Package screen. Click here to learn more about the Landing Experience Migration Package Type.
Things to Note
Logos / company images can be uploaded to display in the Landing Experience Dashboard
Internal users have a control to log out, change their password and navigate to the User Preferences page. External client users are able to log out and change their password.
The left-hand side menu in the Landing Experience for external users can be customized and is controlled by the configuration options on the Portal Menu Configuration screen at the Company Level. For portal items to appear, they must have a user type of <External Client>. It is possible to have one menu for all companies and different menus for different companies, but it is not possible to have different menus for different dashboards