Home

When staff users first log into their client portal, they are greeted with the default home page. This page is designed to help new staff members get started with setting up their organization. It includes a series of tasks such as uploading a logo, setting up the organization's profile, and personalizing user accounts with avatars and basic information. Additionally, the default home page provides links to support materials and instructions on how to upload files.

Setup

The default Spaces page includes a Tasks list, Support and Guides, Feedback, Share Files Link, SafeDrop Link, and the latest Product Updates. All users of your client portal will see this home page upon first login if not updated. These specific fields cannot be edited and it is recommended administrators update this home page.

Creating New Home Pages

While the home page is a great starting point, staff users are encouraged to create customized home pages for their end users.

1. Navigate to "Pages"
2. Create a new "Page" by clicking the "+" button
3. Use the rich text editor to change the page as needed for your clients or staff members. Remember to save as you edit the page.
4. Once your page is complete, click the home plus icon in the Pages section, and select the users that should have this page as their home page.
5. Click Save.

Apps Customization

The "Home" Menu item can also be customized with different logos and text.

1. Navigate to "Org" and click to "Edit Foyer Apps"
2. On the "Apps" page you can,
3. 1. Move the order in which Home page appears for all users by clicking the two horizontal lines beside the Home box
   2. Click the vertical ellipsis and click "Edit App" to change the icon and label text as it appears to all users.