Assign landing pages to users

Select the page that people see when they first log in to Calabrio ONE. This page can be a Calabrio ONE page or an Insights dashboard.

NOTE This is a new feature that is not yet generally available. If you would like early access to this feature, contact your Calabrio Account Manager.

Video Overview: Setting up a Landing Page for users (length 03:18)

Prerequisites

You have the Assign User Roles permission.
To view a Calabrio ONE page as their landing page, users must have permission to access that page. See Manage roles and permissions for QM, Analytics, and Insights.
To assign an Insights dashboard as a landing page, you must have access to Insights. See Give users access to Insights.
To view an Insights dashboard as their landing page:
- Users must have access to Insights. See Give users access to Insights.
- The dashboard must be shared with you (if you did not create it) and with the people who will get it as their landing page. See Grant individual Insights users and groups access to a dashboard in Insights.

Page location

Application Management > Global > User Configuration > Landing Page

Procedures

Assign a Calabrio ONE page as the landing page for a user role

Select the role in the Roles table.
In the Landing Pages table, select the page. The page name appears next to the role in the Roles table.

NOTE Not every Calabrio ONE page can be a landing page. The available pages are a curated list.
Click Save. When people with this role next log in to Calabrio ONE, they will land on this page. If a user is assigned multiple roles that have different landing pages, they will see the landing page assigned to the role that was most recently created.

Assign an Insights dashboard as the landing page for a user role

Select the role in the Roles table.
Click Insights Dashboards. A list of dashboards that you created or that have been shared with you appears.
In the Landing Pages table, select the dashboard. The dashboard name appears next to the role in the Roles table.
(Optional) To view the dashboard, click the eye icon next to its name. The dashboard opens in a new tab.
Click Save. When people with this role next log in to Calabrio ONE, they will land on this dashboard. If a user is assigned multiple roles that have different landing pages, they will see the landing page assigned to the role that was most recently created.

Remove a landing page from a role

If a role is not assigned a landing page, people with that role see the first page in the Calabrio ONE top menu (from left to right) that they have permission to see.

Click the trash can icon next to the role name in the Roles table.
Click Save.