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Customize Your Home Screen

Who does this article apply to?

  • Enterprise, Partner, and Small Business accounts.
  • Accounts in all regions.

You have the ability to customize your Home Screen to change the content that appears. To adjust who has access to view the Home Screen, see Manage Home Screens.

To customize your Home Screen:

  1. Click Home in the navigation bar and click Configuration. A sidebar opens.
  2. Hover over the Home Screen you wish to edit and click on the three dots that appear.
  3. Click Edit in the drop-down menu.
  4. Make your desired change.
    • Customize the banner.
      1. Click on the pencil icon in the banner. A dialog box appears.
      2. Click on the color drop-down under Background Color or Text Color and select one of the preset colors. To select a custom color, click on the Custom link, select from the color picker or enter your desired color code, and click Done.
      3. Click into the text box and enter the text you would like to display in the banner.
      4. Click Save.
    • Add a module.
      1. Click on the Add Module button in the top right corner of the page. A dialog box appears.
      2. Select the module you would like to include on your Home Screen.
      3. Click Next.
      4. Click into the text box and enter the desired name for the module.
      5. Customize the module.
        • If applicable, select the desired date range you like this module to display content for.
        • If applicable, select which entities, folders, or labels you would like to filter this module by.
        • If you added the Quick Links Module, follow the steps below:
          1. Click on the desired icon to select a column header.
          2. Click into the Column Title text box and enter your desired column title.
          3. Enter the title of the link in the NAME text box, and enter the website URL in the URL text box.
          4. Follow the same steps for Column 2. If you leave Column 2 blank, it will not display in the module.
      6. Click Save.
    • Edit a module.
      1. Click on the pencil icon in the top right corner of the module and click Edit Module. A dialog box appears.
      2. Make any necessary adjustments and click Save.
    • Remove a module.
      1. Click on the trash can icon in the top right corner of the module and click Remove Module.
  5. Click Save in the top right corner of the page to apply the change to the Home Screen.