Home Links make it easy to provide quick access to the software and form links your company and teams need. They act as centralised shortcuts that appear on the Home page, ensuring your users can find and access key tools without searching.
Both individual home links and sections of home links can be allocated either to specific Groups or to individual Users, giving you full control over who sees which links.
Here’s a step-by-step guide to managing Home Links.
Step 1: Navigate to Home Links
Please note: If the Home Links option does not appear in your Administration section, it means you don’t have the necessary Owner or Admin permissions to update Home Links.
Step 2: Create a New Home Link
Look for the "Create New" button located near the top right corner.
To see frequently used links, select "From Template Library"
To create a card from scratch, choose "Blank Card"
Create a Home Link from Template Library
To edit an icon link from the template library, you can access the pre-populated templates.
You can modify the name, link, and logo. Additionally, you can update the groups and member privacy settings for this link.
Assign the Home Link to the relevant Groups or Users
Create a New Home Link from Scratch
To create an icon link from scratch, click on "Create New" and then select "Blank Card."
Add the name of the Home Link and the URL.
You can choose from the available icon library or upload your own logo.
Select the groups that have access to this icon link.
Step 3: Managing Existing Home Link Icons
To manage existing Home Links, hover on the item you want to modify
To duplicate a Home Link, click on the duplicate icon. The copied link will have "Copy" added to its name for distinction.
To edit or delete a Home Link, click on the pencil icon and select "Delete Card" or alternatively update the card with changes.
Keeping Links Organised
To make navigation easier, create separate sections for different types of links. For instance, one section could hold the core software your team uses daily, while another could contain forms or templates.
Although you could place everything in a single section, separating them helps users quickly scan and find what they need. Setting up clear sections from the beginning also keeps things organised as more links are added over time.
Creating Sections
To create a section click the button indicated below, be sure to select an appropriate name for this section and give the correct groups access to the section. Alternatively, do not allocate any groups access so all members of your team can see this section
