Home Page
The Home Page in Swimlane is a customizable landing screen that offers each user a personalized experience within their tenant. It replaces the static Welcome Page with a dynamic interface that reflects your role, preferences, and recent activity—making it easier to access the dashboards, reports, and resources you care about.
Default Home Page Experience: Every new user is provisioned with a pre-built Home page per tenant, ensuring immediate value with no setup required.
Key Benefits
- Favorite Dashboards: Quickly access frequently used dashboards marked as favorites.
- Recent Dashboards: See your most recently accessed dashboards (session-based).
- Per-User Customization: Add, resize, rearrange, and remove cards to match your workflow.
- Admin Configuration: Admins can preconfigure layouts and push tenant-wide reports.
- Role-Based Content: Cards and widgets can render conditionally based on user roles.
First-Time Home Page View
When a user logs in for the first time, the Home page is pre-populated with helpful cards such as:
Favorite Dashboard
- Displays dashboards you have marked as favorites.
- Data is persisted across sessions.
- Not editable, but removable and re-addable via Prebuilt Cards.
Recent Dashboard
- Shows up to five dashboards recently accessed.
- Session-based—resets between login sessions.
- Dashboards can be favorited directly from this list.
Swimlane Resources
- Contains helpful links such as documentation, release notes, and SDK access.
- Customizable by tenant admins.
SignUp for Training
- Custom HTML card directing users to Swimlane e-training or internal training pages.
- Can be replaced with tenant-specific training resources.
This layout is customizable. You can rearrange, resize, or remove cards. Use the “Add a Card” button to include reports or other content.
Adding a Card
To add a new card:
- Click Add a Card in the top-right corner.
- Fill in the card Name and optional Description.
- Choose the Card Type:
- Report – Embed a saved report.
- HTML – Add static content using HTML.
- Prebuilt – Restore system cards like Recent or Favorite Dashboards.
- Complete configuration details and click Create.
- Click Save.
Report Card Example
Admin Tip: Use the “Add report to all Homepages” toggle to make reports visible across the tenant.
Customizing the Home Page
- Drag and Drop: Rearrange cards anywhere on the Home page by dragging them into position.
- Resize Cards: Use the drag handles to adjust the size of any card based on content.
Card Management Controls
Each card includes controls for data management and layout:
Control | Description |
|---|---|
Refresh | Manually reloads the card’s data. |
Auto-Refresh | Set a recurring interval for automatic data refresh. |
More Options (ellipsis menu) | Remove or edit the card (if editing is supported). |
Default cards like Favorite or Recent Dashboards can be removed but not edited.
Role-Based Content
Home page cards and content can change depending on your assigned roles:
- Analysts might see dashboards for triage or alert volume.
- Managers may see reports on SLA breaches or analyst performance.
Admins can configure role-based visibility in shared reports and dashboards.
Make Reports Available to All Users
Admins can push reports across all users’ Homepages:
- Navigate to the report configuration screen.
- Toggle Add report to all Homepages.
- Save.
The report becomes part of each user’s layout but can be removed by users if needed.
Revert to Default
To reset your Home page:
- Click Revert to Default.
- Restores the default layout including admin-shared cards.
- Deletes any user-added customizations.
- Favorite and Recent dashboards can still be re-added via Prebuilt Cards.
Homepage Management
Administrators and Orchestrators can manage user Homepages from the Management > Homepages view. See Management documentation for more details.