KB20230411/01: Sage X3 – User Workspace (Homepages).

Homepages

  • Users access though landing pages
  • Landing pages are designed to give the user an overview of the data and access to visual process maps.
  • Access to functions and data available is based on security rules in place for the role and user.
  • Role-based landing pages can be personalized to suit the unique needs of the individual user by the user or by the administrator.
  • Add and remove data to suit user needs.
  • Change data within the page for quick access to most relevant data.
  • Navigation with always-on breadcrumb trail and keyboard shortcuts.
  • Bookmarks in menu or as a collapsible bar.
  • Navigation through site map with a left panel to navigate per module, collapsible sections, and search feature.
  • The function breadcrumb and a search for function, available from any page.
  • Inclusion of internal dynamic data in portal
    • Query results in table or graph format
    • Statistics results in table or graph format
    • Calendars
    • Table of Contents favourites management
  • Inclusion of external dynamic data in portal
    • External URL’s
    • Notes
    • Documents (PowerPoint, Word, PDF, etc.)