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Changing The Landing Page
Changing The Landing Page

Learn about setting a Collaborator's landing page

Lisa Machin avatar
Written by Lisa Machin
Updated over a week ago

When creating or editing a Collaborator you can change their landing page, the page to which loads immediately after the user logs in.

By default, users are taken to Directory, which is best suited to a desktop experience. However, members of your team likely work on mobile devices most of the time. Our mobile landing page directs users to an easy to use Activity Wizard for mobile devices.

Why?

Mobile devices are essential in quickly capturing data and activities. Once set to the Activity Wizard, users will arrive here whenever they log in.

How?

  1. In the Directory Settings menu, go to Manage Collaborators, click the view icon for the Collaborator you wish to edit.

  2. You can use the search box at the top of the window to locate the landing page field, or you can scroll down to it.

  3. Drop down to Activity Wizard, Dashboard or Directory

  4. Click Save.

  5. The next time this Collaborator logs in they will be directed to this page.

Can I change my own Landing Page?

Yes, you can follow the instructions above to change your own Landing Page. However, if you are using Directory as your landing page but want to access the Activity Wizard you can do so via the main menu in the top left of your screen.

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